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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 | $17,856 | $172,111-89.6% | $150,298-88.1% | $137,256-87.0% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 22.71% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $930 | $4,636-79.9% | $4,154-77.6% | $4,156-77.6% |
| Participant deferral / active EE | $1,308 | $6,166-78.8% | $5,453-76.0% | $6,407-79.6% |
| Admin fee / account holder | $1,183 | $16,471-92.8% | $14,116-91.6% | $12,270-90.4% |