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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 | $80,153 | $156,398-48.8% | $147,318-45.6% | $138,895-42.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 15.64% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $951 | $4,853-80.4% | $4,593-79.3% | $4,194-77.3% |
| Participant deferral / active EE | $1,740 | $8,237-78.9% | $7,906-78.0% | $6,396-72.8% |
| Admin fee / account holder | $1,050 | $14,976-93.0% | $13,708-92.3% | $12,562-91.6% |