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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 | $66,327 | $156,398-57.6% | $147,318-55.0% | $138,895-52.2% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 15.18% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $965 | $4,853-80.1% | $4,593-79.0% | $4,194-77.0% |
| Participant deferral / active EE | $1,425 | $8,237-82.7% | $7,906-82.0% | $6,396-77.7% |
| Admin fee / account holder | $2,905 | $14,976-80.6% | $13,708-78.8% | $12,562-76.9% |