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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 | $26,896 | $154,228-82.6% | $145,433-81.5% | $137,256-80.4% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 13.61% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,210 | $4,804-74.8% | $4,554-73.4% | $4,156-70.9% |
| Participant deferral / active EE | $2,000 | $8,216-75.7% | $7,897-74.7% | $6,407-68.8% |
| Admin fee / account holder | $1,042 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |