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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 | $35,557 | $165,381-78.5% | $149,730-76.3% | $158,966-77.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 20.72% | 348.29%-327.6pp | 276.70%-256.0pp | 302.95%-282.2pp |
| Employer contribution / active EE | $1,504 | $5,104-70.5% | $4,645-67.6% | $4,762-68.4% |
| Participant deferral / active EE | $2,261 | $7,182-68.5% | $6,843-67.0% | $5,983-62.2% |
| Admin fee / account holder | $1,174 | $10,809-89.1% | $9,310-87.4% | $11,250-89.6% |