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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 | $24,757 | $172,111-85.6% | $150,298-83.5% | $137,256-82.0% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 20.02% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,155 | $4,636-75.1% | $4,154-72.2% | $4,156-72.2% |
| Participant deferral / active EE | $1,420 | $6,166-77.0% | $5,453-74.0% | $6,407-77.8% |
| Admin fee / account holder | $418 | $16,471-97.5% | $14,116-97.0% | $12,270-96.6% |