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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 | $29,824 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,073 | $4,804-77.7% | $4,554-76.4% | $4,156-74.2% |
| Participant deferral / active EE | $1,336 | $8,216-83.7% | $7,897-83.1% | $6,407-79.2% |
| Admin fee / account holder | $4,271 | $14,344-70.2% | $13,129-67.5% | $12,270-65.2% |