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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 | $45,795 | $223,823-79.5% | $211,142-78.3% | $154,746-70.4% |
| Participation rate | 22.2% | 87.9%-65.6pp | 87.3%-65.1pp | 80.7%-58.5pp |
| Annual return | 12.89% | 50.39%-37.5pp | 46.84%-33.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,014 | $9,750-89.6% | $9,284-89.1% | $6,730-84.9% |
| Admin fee / account holder | $376 | $19,707-98.1% | $19,076-98.0% | $14,365-97.4% |