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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 | $23,503 | $185,312-87.3% | $161,489-85.4% | $154,746-84.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 30.71% | 103.84%-73.1pp | 89.72%-59.0pp | 172.34%-141.6pp |
| Employer contribution / active EE | $1,518 | $4,769-68.2% | $4,268-64.4% | $4,379-65.3% |
| Participant deferral / active EE | $1,053 | $6,350-83.4% | $5,630-81.3% | $6,730-84.4% |
| Admin fee / account holder | $325 | $18,654-98.3% | $16,006-98.0% | $14,365-97.7% |