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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 | $100,775 | $201,370-50.0% | $184,256-45.3% | $145,897-30.9% |
| Participation rate | 30.0% | 87.5%-57.5pp | 86.8%-56.8pp | 80.3%-50.3pp |
| Annual return | 14.84% | 29.05%-14.2pp | 28.85%-14.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,579 | $9,808-73.7% | $9,133-71.8% | $6,689-61.4% |
| Admin fee / account holder | $1,651 | $16,364-89.9% | $13,899-88.1% | $13,390-87.7% |