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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 | $38,187 | $201,370-81.0% | $184,256-79.3% | $145,897-73.8% |
| Participation rate | 26.3% | 87.5%-61.2pp | 86.8%-60.5pp | 80.3%-54.0pp |
| Annual return | 11.72% | 29.05%-17.3pp | 28.85%-17.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,480 | $9,808-84.9% | $9,133-83.8% | $6,689-77.9% |
| Admin fee / account holder | $1,209 | $16,364-92.6% | $13,899-91.3% | $13,390-91.0% |