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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 | $57,095 | $184,014-69.0% | $161,149-64.6% | $138,895-58.9% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 12.62% | 21.52%-8.9pp | 21.16%-8.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $752 | $6,909-89.1% | $6,153-87.8% | $6,396-88.2% |
| Admin fee / account holder | $1,931 | $18,027-89.3% | $15,194-87.3% | $12,562-84.6% |