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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 | $77,218 | $125,778-38.6% | $114,563-32.6% | $154,746-50.1% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.9%-35.4pp | 80.7%-43.2pp |
| Annual return | 18.47% | 295.14%-276.7pp | 241.09%-222.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $252 | $2,806-91.0% | $2,592-90.3% | $4,379-94.2% |
| Participant deferral / active EE | $252 | $4,445-94.3% | $4,142-93.9% | $6,730-96.3% |
| Admin fee / account holder | $1,270 | $8,190-84.5% | $7,623-83.3% | $14,365-91.2% |