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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 | $73,174 | $162,136-54.9% | $152,301-52.0% | $154,746-52.7% |
| Participation rate | 61.9% | 84.1%-22.2pp | 82.4%-20.5pp | 80.7%-18.8pp |
| Annual return | 15.50% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,058 | $4,890-78.4% | $4,624-77.1% | $4,379-75.9% |
| Participant deferral / active EE | $1,398 | $8,341-83.2% | $8,004-82.5% | $6,730-79.2% |
| Admin fee / account holder | $826 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |