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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 | $54,442 | $185,312-70.6% | $161,489-66.3% | $154,746-64.8% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.7%-34.9pp | 80.7%-37.0pp |
| Annual return | 18.07% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,143 | $4,769-76.0% | $4,268-73.2% | $4,379-73.9% |
| Participant deferral / active EE | $1,550 | $6,350-75.6% | $5,630-72.5% | $6,730-77.0% |
| Admin fee / account holder | $3,002 | $18,654-83.9% | $16,006-81.2% | $14,365-79.1% |