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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 | $52,180 | $154,228-66.2% | $145,433-64.1% | $137,256-62.0% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 13.90% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,150 | $4,804-76.1% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $1,370 | $8,216-83.3% | $7,897-82.7% | $6,407-78.6% |
| Admin fee / account holder | $1,523 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |