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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 | $162,136-83.4% | $152,301-82.3% | $154,746-82.6% |
| Participation rate | 61.1% | 84.1%-23.0pp | 82.4%-21.3pp | 80.7%-19.6pp |
| Annual return | 13.61% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,210 | $4,890-75.2% | $4,624-73.8% | $4,379-72.4% |
| Participant deferral / active EE | $2,000 | $8,341-76.0% | $8,004-75.0% | $6,730-70.3% |
| Admin fee / account holder | $1,042 | $15,759-93.4% | $14,398-92.8% | $14,365-92.7% |