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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 | $53,060 | $228,352-76.8% | $185,835-71.4% | $158,966-66.6% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 10.63% | 40.81%-30.2pp | 35.96%-25.3pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,157 | $4,967-76.7% | $4,087-71.7% | $4,762-75.7% |
| Participant deferral / active EE | $1,157 | $6,416-82.0% | $5,633-79.5% | $5,983-80.7% |
| Admin fee / account holder | $4,453 | $11,867-62.5% | $9,502-53.1% | $11,250-60.4% |