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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 | $65,321 | $275,752-76.3% | $256,809-74.6% | $198,609-67.1% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 16.93% | 34.81%-17.9pp | 32.73%-15.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,759 | $7,721-51.3% | $7,263-48.2% | $5,055-25.7% |
| Participant deferral / active EE | $1,823 | $10,037-81.8% | $9,520-80.9% | $6,977-73.9% |
| Admin fee / account holder | $6,366 | $25,716-75.2% | $25,146-74.7% | $19,030-66.5% |