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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 | $27,363 | $165,381-83.5% | $149,730-81.7% | $158,966-82.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.96% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,099 | $5,104-78.5% | $4,645-76.3% | $4,762-76.9% |
| Participant deferral / active EE | $1,416 | $7,182-80.3% | $6,843-79.3% | $5,983-76.3% |
| Admin fee / account holder | $850 | $10,809-92.1% | $9,310-90.9% | $11,250-92.4% |