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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 | $36,099 | $223,823-83.9% | $211,142-82.9% | $154,746-76.7% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.97% | 50.39%-32.4pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,708 | $6,787-74.8% | $6,442-73.5% | $4,379-61.0% |
| Participant deferral / active EE | $2,699 | $9,750-72.3% | $9,284-70.9% | $6,730-59.9% |
| Admin fee / account holder | $467 | $19,707-97.6% | $19,076-97.6% | $14,365-96.7% |