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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 | $36,665 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 14.66% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,158 | $4,804-75.9% | $4,554-74.6% | $4,156-72.1% |
| Participant deferral / active EE | $2,071 | $8,216-74.8% | $7,897-73.8% | $6,407-67.7% |
| Admin fee / account holder | $637 | $14,344-95.6% | $13,129-95.1% | $12,270-94.8% |