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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 | $26,840 | $154,228-82.6% | $145,433-81.5% | $137,256-80.4% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 21.57% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,017 | $4,804-78.8% | $4,554-77.7% | $4,156-75.5% |
| Participant deferral / active EE | $2,077 | $8,216-74.7% | $7,897-73.7% | $6,407-67.6% |
| Admin fee / account holder | $519 | $14,344-96.4% | $13,129-96.0% | $12,270-95.8% |