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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 | $24,195 | $156,398-84.5% | $147,318-83.6% | $138,895-82.6% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 17.42% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,047 | $4,853-78.4% | $4,593-77.2% | $4,194-75.0% |
| Participant deferral / active EE | $2,286 | $8,237-72.3% | $7,906-71.1% | $6,396-64.3% |
| Admin fee / account holder | $1,025 | $14,976-93.2% | $13,708-92.5% | $12,562-91.8% |