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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 | $39,707 | $178,174-77.7% | $156,181-74.6% | $137,256-71.1% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 12.84% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,292 | $4,972-74.0% | $4,294-69.9% | $4,156-68.9% |
| Participant deferral / active EE | $1,300 | $6,888-81.1% | $6,132-78.8% | $6,407-79.7% |
| Admin fee / account holder | $1,189 | $17,404-93.2% | $14,586-91.8% | $12,270-90.3% |