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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 | $33,594 | $155,555-78.4% | $146,866-77.1% | $155,188-78.4% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.5%-37.5pp | 80.8%-35.8pp |
| Annual return | 17.89% | 115.41%-97.5pp | 102.85%-85.0pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,094 | $4,647-76.5% | $4,425-75.3% | $4,248-74.3% |
| Participant deferral / active EE | $1,519 | $8,044-81.1% | $7,759-80.4% | $6,531-76.7% |
| Admin fee / account holder | $2,133 | $14,755-85.5% | $13,620-84.3% | $14,480-85.3% |