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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 | $37,320 | $165,381-77.4% | $149,730-75.1% | $158,966-76.5% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 13.23% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,666 | $7,182-76.8% | $6,843-75.6% | $5,983-72.2% |
| Admin fee / account holder | $2,817 | $10,809-73.9% | $9,310-69.7% | $11,250-75.0% |