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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 | $69,278 | $185,312-62.6% | $161,489-57.1% | $154,746-55.2% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 11.45% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,257 | $4,769-73.6% | $4,268-70.5% | $4,379-71.3% |
| Participant deferral / active EE | $1,643 | $6,350-74.1% | $5,630-70.8% | $6,730-75.6% |
| Admin fee / account holder | $371 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |