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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 | $45,284 | $172,111-73.7% | $150,298-69.9% | $137,256-67.0% |
| Participation rate | 31.8% | 81.7%-49.9pp | 77.8%-45.9pp | 80.0%-48.1pp |
| Annual return | 15.53% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $975 | $4,636-79.0% | $4,154-76.5% | $4,156-76.5% |
| Participant deferral / active EE | $1,503 | $6,166-75.6% | $5,453-72.4% | $6,407-76.5% |
| Admin fee / account holder | $1,685 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |