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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 | $24,194 | $162,136-85.1% | $152,301-84.1% | $154,746-84.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 19.90% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,369 | $4,890-72.0% | $4,624-70.4% | $4,379-68.7% |
| Participant deferral / active EE | $1,549 | $8,341-81.4% | $8,004-80.7% | $6,730-77.0% |
| Admin fee / account holder | $345 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |