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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 | $154,228-52.6% | $145,433-49.7% | $137,256-46.7% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 80.0%-18.1pp |
| Annual return | 15.50% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,058 | $4,804-78.0% | $4,554-76.8% | $4,156-74.6% |
| Participant deferral / active EE | $1,398 | $8,216-83.0% | $7,897-82.3% | $6,407-78.2% |
| Admin fee / account holder | $826 | $14,344-94.2% | $13,129-93.7% | $12,270-93.3% |