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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 | $25,636 | $155,555-83.5% | $146,866-82.5% | $155,188-83.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 18.70% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,794 | $4,647-61.4% | $4,425-59.5% | $4,248-57.8% |
| Participant deferral / active EE | $1,963 | $8,044-75.6% | $7,759-74.7% | $6,531-69.9% |
| Admin fee / account holder | $815 | $14,755-94.5% | $13,620-94.0% | $14,480-94.4% |