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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 | $21,975 | $154,228-85.8% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 8.7% | 83.8%-75.1pp | 82.1%-73.4pp | 80.0%-71.3pp |
| Annual return | 16.91% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $397 | $8,216-95.2% | $7,897-95.0% | $6,407-93.8% |
| Admin fee / account holder | $453 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |