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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 | $45,260 | $185,312-75.6% | $161,489-72.0% | $154,746-70.8% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 20.19% | 103.84%-83.7pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,093 | $4,769-77.1% | $4,268-74.4% | $4,379-75.0% |
| Participant deferral / active EE | $1,261 | $6,350-80.1% | $5,630-77.6% | $6,730-81.3% |
| Admin fee / account holder | $647 | $18,654-96.5% | $16,006-96.0% | $14,365-95.5% |