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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 | $199,109-80.1% | $173,730-77.1% | $154,746-74.3% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.6%-24.0pp | 80.7%-25.1pp |
| Annual return | 12.84% | 20.02%-7.2pp | 19.96%-7.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,292 | $5,311-75.7% | $4,577-71.8% | $4,379-70.5% |
| Participant deferral / active EE | $1,300 | $7,113-81.7% | $6,326-79.5% | $6,730-80.7% |
| Admin fee / account holder | $1,189 | $20,916-94.3% | $17,523-93.2% | $14,365-91.7% |