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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 | $20,603 | $162,136-87.3% | $152,301-86.5% | $154,746-86.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 20.58% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,140 | $4,890-76.7% | $4,624-75.4% | $4,379-74.0% |
| Participant deferral / active EE | $1,311 | $8,341-84.3% | $8,004-83.6% | $6,730-80.5% |
| Admin fee / account holder | $1,046 | $15,759-93.4% | $14,398-92.7% | $14,365-92.7% |