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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 | $209,336-75.2% | $197,124-73.7% | $137,256-62.2% |
| Participation rate | 26.7% | 87.3%-60.6pp | 86.7%-60.0pp | 80.0%-53.3pp |
| Annual return | 13.30% | 48.09%-34.8pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $737 | $9,614-92.3% | $9,135-91.9% | $6,407-88.5% |
| Admin fee / account holder | $2,026 | $17,308-88.3% | $16,298-87.6% | $12,270-83.5% |