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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 | $67,756 | $154,228-56.1% | $145,433-53.4% | $137,256-50.6% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 32.03% | 74.59%-42.6pp | 66.58%-34.5pp | 220.34%-188.3pp |
| Employer contribution / active EE | $1,692 | $4,804-64.8% | $4,554-62.9% | $4,156-59.3% |
| Participant deferral / active EE | $2,060 | $8,216-74.9% | $7,897-73.9% | $6,407-67.8% |
| Admin fee / account holder | $887 | $14,344-93.8% | $13,129-93.2% | $12,270-92.8% |