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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 | $37,230 | $165,381-77.5% | $149,730-75.1% | $158,966-76.6% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 10.95% | 348.29%-337.3pp | 276.70%-265.8pp | 302.95%-292.0pp |
| Employer contribution / active EE | $3,568 | $5,104-30.1% | $4,645-23.2% | $4,762-25.1% |
| Participant deferral / active EE | $1,485 | $7,182-79.3% | $6,843-78.3% | $5,983-75.2% |
| Admin fee / account holder | $3,361 | $10,809-68.9% | $9,310-63.9% | $11,250-70.1% |