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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 | $22,501 | $162,136-86.1% | $152,301-85.2% | $154,746-85.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.38% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,136 | $4,890-56.3% | $4,624-53.8% | $4,379-51.2% |
| Participant deferral / active EE | $2,589 | $8,341-69.0% | $8,004-67.7% | $6,730-61.5% |
| Admin fee / account holder | $6,891 | $15,759-56.3% | $14,398-52.1% | $14,365-52.0% |