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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 | $52,437 | $154,228-66.0% | $145,433-63.9% | $137,256-61.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,673 | $4,804-65.2% | $4,554-63.3% | $4,156-59.7% |
| Participant deferral / active EE | $1,901 | $8,216-76.9% | $7,897-75.9% | $6,407-70.3% |
| Admin fee / account holder | $1,762 | $14,344-87.7% | $13,129-86.6% | $12,270-85.6% |