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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 | $45,560 | $155,555-70.7% | $146,866-69.0% | $155,188-70.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 18.14% | 115.41%-97.3pp | 102.85%-84.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $911 | $4,647-80.4% | $4,425-79.4% | $4,248-78.5% |
| Participant deferral / active EE | $1,000 | $8,044-87.6% | $7,759-87.1% | $6,531-84.7% |
| Admin fee / account holder | $720 | $14,755-95.1% | $13,620-94.7% | $14,480-95.0% |