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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 | $34,592 | $110,337-68.6% | $102,383-66.2% | $145,877-76.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 12.10% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,337 | $5,621-76.2% | $5,060-73.6% | $6,691-80.0% |
| Admin fee / account holder | $675 | $9,750-93.1% | $8,391-92.0% | $13,402-95.0% |