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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 | $37,578 | $185,312-79.7% | $161,489-76.7% | $154,746-75.7% |
| Participation rate | 34.8% | 82.5%-47.7pp | 78.7%-43.9pp | 80.7%-45.9pp |
| Annual return | 16.20% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,166 | $4,769-75.6% | $4,268-72.7% | $4,379-73.4% |
| Participant deferral / active EE | $1,953 | $6,350-69.2% | $5,630-65.3% | $6,730-71.0% |
| Admin fee / account holder | $5,952 | $18,654-68.1% | $16,006-62.8% | $14,365-58.6% |