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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 | $42,799 | $165,361-74.1% | $149,715-71.4% | $158,950-73.1% |
| Participation rate | 47.4% | 84.6%-37.2pp | 82.5%-35.1pp | 82.0%-34.6pp |
| Annual return | 15.95% | 348.24%-332.3pp | 276.66%-260.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $970 | $5,103-81.0% | $4,645-79.1% | $4,762-79.6% |
| Participant deferral / active EE | $1,553 | $7,182-78.4% | $6,842-77.3% | $5,983-74.0% |
| Admin fee / account holder | $557 | $10,808-94.8% | $9,310-94.0% | $11,248-95.0% |