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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 | $69,411 | $154,228-55.0% | $145,433-52.3% | $137,256-49.4% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 18.06% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,931 | $4,804-59.8% | $4,554-57.6% | $4,156-53.5% |
| Participant deferral / active EE | $2,372 | $8,216-71.1% | $7,897-70.0% | $6,407-63.0% |
| Admin fee / account holder | $6,736 | $14,344-53.0% | $13,129-48.7% | $12,270-45.1% |