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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 | $24,262 | $178,174-86.4% | $156,181-84.5% | $137,256-82.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.44% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,841 | $4,972-63.0% | $4,294-57.1% | $4,156-55.7% |
| Participant deferral / active EE | $1,841 | $6,888-73.3% | $6,132-70.0% | $6,407-71.3% |
| Admin fee / account holder | $2,240 | $17,404-87.1% | $14,586-84.6% | $12,270-81.7% |