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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 | $22,083 | $185,312-88.1% | $161,489-86.3% | $154,746-85.7% |
| Participation rate | 56.3% | 82.5%-26.2pp | 78.7%-22.4pp | 80.7%-24.5pp |
| Annual return | 21.45% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,074 | $4,769-77.5% | $4,268-74.8% | $4,379-75.5% |
| Participant deferral / active EE | $1,180 | $6,350-81.4% | $5,630-79.0% | $6,730-82.5% |
| Admin fee / account holder | $761 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |