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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 | $12,313 | $174,379-92.9% | $152,093-91.9% | $138,895-91.1% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 14.79% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $976 | $4,652-79.0% | $4,175-76.6% | $4,194-76.7% |
| Participant deferral / active EE | $1,468 | $6,159-76.2% | $5,451-73.1% | $6,396-77.0% |
| Admin fee / account holder | $1,377 | $16,880-91.8% | $14,497-90.5% | $12,562-89.0% |