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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 | $35,580 | $155,555-77.1% | $146,866-75.8% | $155,188-77.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 10.96% | 115.41%-104.5pp | 102.85%-91.9pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,688 | $8,044-79.0% | $7,759-78.2% | $6,531-74.2% |
| Admin fee / account holder | $53,463 | $14,755+262.3% | $13,620+292.5% | $14,480+269.2% |