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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,150 | $178,174-87.6% | $156,181-85.8% | $137,256-83.9% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 21.62% | 84.19%-62.6pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,085 | $4,972-78.2% | $4,294-74.7% | $4,156-73.9% |
| Participant deferral / active EE | $1,709 | $6,888-75.2% | $6,132-72.1% | $6,407-73.3% |
| Admin fee / account holder | $956 | $17,404-94.5% | $14,586-93.4% | $12,270-92.2% |