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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 | $22,957 | $154,228-85.1% | $145,433-84.2% | $137,256-83.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.83% | 74.59%-58.8pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,176 | $4,804-75.5% | $4,554-74.2% | $4,156-71.7% |
| Participant deferral / active EE | $1,712 | $8,216-79.2% | $7,897-78.3% | $6,407-73.3% |
| Admin fee / account holder | $856 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |