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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 | $156,398-85.9% | $147,318-85.1% | $138,895-84.2% |
| Participation rate | 8.7% | 83.8%-75.1pp | 82.1%-73.4pp | 79.9%-71.2pp |
| Annual return | 16.91% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $397 | $8,237-95.2% | $7,906-95.0% | $6,396-93.8% |
| Admin fee / account holder | $453 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |