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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 | $25,697 | $165,381-84.5% | $149,730-82.8% | $158,966-83.8% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 28.32% | 348.29%-320.0pp | 276.70%-248.4pp | 302.95%-274.6pp |
| Employer contribution / active EE | $987 | $5,104-80.7% | $4,645-78.8% | $4,762-79.3% |
| Participant deferral / active EE | $1,656 | $7,182-76.9% | $6,843-75.8% | $5,983-72.3% |
| Admin fee / account holder | $1,225 | $10,809-88.7% | $9,310-86.8% | $11,250-89.1% |