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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 | $23,157 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 80.0%-37.9pp |
| Annual return | 16.65% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,360 | $4,804-71.7% | $4,554-70.1% | $4,156-67.3% |
| Participant deferral / active EE | $2,187 | $8,216-73.4% | $7,897-72.3% | $6,407-65.9% |
| Admin fee / account holder | $3,859 | $14,344-73.1% | $13,129-70.6% | $12,270-68.5% |