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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 | $37,020 | $209,336-82.3% | $197,124-81.2% | $137,256-73.0% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 18.99% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,520 | $6,591-76.9% | $6,227-75.6% | $4,156-63.4% |
| Participant deferral / active EE | $1,520 | $9,614-84.2% | $9,135-83.4% | $6,407-76.3% |
| Admin fee / account holder | $675 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |