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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 | $51,875 | $223,823-76.8% | $211,142-75.4% | $154,746-66.5% |
| Participation rate | 26.7% | 87.9%-61.2pp | 87.3%-60.6pp | 80.7%-54.0pp |
| Annual return | 13.30% | 50.39%-37.1pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $737 | $9,750-92.4% | $9,284-92.1% | $6,730-89.0% |
| Admin fee / account holder | $2,026 | $19,707-89.7% | $19,076-89.4% | $14,365-85.9% |