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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 | $12,875 | $174,379-92.6% | $152,093-91.5% | $138,895-90.7% |
| Participation rate | 31.3% | 81.6%-50.4pp | 77.8%-46.5pp | 79.9%-48.7pp |
| Annual return | 17.55% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,431 | $6,159-76.8% | $5,451-73.7% | $6,396-77.6% |
| Admin fee / account holder | $4,617 | $16,880-72.6% | $14,497-68.1% | $12,562-63.2% |