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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 | $32,058 | $174,379-81.6% | $152,093-78.9% | $138,895-76.9% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 18.68% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,136 | $4,652-75.6% | $4,175-72.8% | $4,194-72.9% |
| Participant deferral / active EE | $1,571 | $6,159-74.5% | $5,451-71.2% | $6,396-75.4% |
| Admin fee / account holder | $1,181 | $16,880-93.0% | $14,497-91.9% | $12,562-90.6% |