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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 | $25,601 | $178,174-85.6% | $156,181-83.6% | $137,256-81.3% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 17.69% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,267 | $4,972-74.5% | $4,294-70.5% | $4,156-69.5% |
| Participant deferral / active EE | $1,531 | $6,888-77.8% | $6,132-75.0% | $6,407-76.1% |
| Admin fee / account holder | $1,292 | $17,404-92.6% | $14,586-91.1% | $12,270-89.5% |