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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 | $41,145 | $165,381-75.1% | $149,730-72.5% | $158,966-74.1% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 21.42% | 348.29%-326.9pp | 276.70%-255.3pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,466 | $5,104-71.3% | $4,645-68.4% | $4,762-69.2% |
| Participant deferral / active EE | $1,772 | $7,182-75.3% | $6,843-74.1% | $5,983-70.4% |
| Admin fee / account holder | $1,037 | $10,809-90.4% | $9,310-88.9% | $11,250-90.8% |