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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 | $58,610 | $155,555-62.3% | $146,866-60.1% | $155,188-62.2% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 19.21% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,518 | $4,647-67.3% | $4,425-65.7% | $4,248-64.3% |
| Participant deferral / active EE | $1,808 | $8,044-77.5% | $7,759-76.7% | $6,531-72.3% |
| Admin fee / account holder | $415 | $14,755-97.2% | $13,620-97.0% | $14,480-97.1% |