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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 | $35,273 | $178,174-80.2% | $156,181-77.4% | $137,256-74.3% |
| Participation rate | 15.0% | 82.0%-67.0pp | 78.8%-63.8pp | 80.0%-65.0pp |
| Annual return | 21.80% | 84.19%-62.4pp | 64.87%-43.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,670 | $6,888-75.8% | $6,132-72.8% | $6,407-73.9% |
| Admin fee / account holder | $1,952 | $17,404-88.8% | $14,586-86.6% | $12,270-84.1% |