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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 | $32,887 | $162,136-79.7% | $152,301-78.4% | $154,746-78.7% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 19.58% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $943 | $4,890-80.7% | $4,624-79.6% | $4,379-78.5% |
| Participant deferral / active EE | $1,731 | $8,341-79.2% | $8,004-78.4% | $6,730-74.3% |
| Admin fee / account holder | $771 | $15,759-95.1% | $14,398-94.6% | $14,365-94.6% |