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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 | $20,893 | $162,136-87.1% | $152,301-86.3% | $154,746-86.5% |
| Participation rate | 12.5% | 84.1%-71.6pp | 82.4%-69.9pp | 80.7%-68.2pp |
| Annual return | 24.87% | 91.02%-66.2pp | 80.50%-55.6pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,066 | $4,890-78.2% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $2,364 | $8,341-71.7% | $8,004-70.5% | $6,730-64.9% |
| Admin fee / account holder | $6,307 | $15,759-60.0% | $14,398-56.2% | $14,365-56.1% |