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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 | $31,765 | $155,555-79.6% | $146,866-78.4% | $155,188-79.5% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 13.15% | 115.41%-102.3pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $867 | $4,647-81.4% | $4,425-80.4% | $4,248-79.6% |
| Participant deferral / active EE | $1,702 | $8,044-78.8% | $7,759-78.1% | $6,531-73.9% |
| Admin fee / account holder | $1,393 | $14,755-90.6% | $13,620-89.8% | $14,480-90.4% |