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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 | $77,788 | $155,555-50.0% | $146,866-47.0% | $155,188-49.9% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.5%-29.9pp | 80.8%-28.2pp |
| Annual return | 12.92% | 115.41%-102.5pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,009 | $4,647-78.3% | $4,425-77.2% | $4,248-76.2% |
| Participant deferral / active EE | $2,006 | $8,044-75.1% | $7,759-74.2% | $6,531-69.3% |
| Admin fee / account holder | $13,831 | $14,755-6.3% | $13,620+1.6% | $14,480-4.5% |