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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 | $64,713 | $111,814-42.1% | $103,378-37.4% | $145,978-55.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 22.37% | 24.80%-2.4pp | 24.91%-2.5pp | 550.52%-528.1pp |
| Employer contribution / active EE | $864 | $4,215-79.5% | $3,870-77.7% | $4,662-81.5% |
| Participant deferral / active EE | $1,416 | $5,618-74.8% | $5,058-72.0% | $6,690-78.8% |
| Admin fee / account holder | $12,461 | $9,764+27.6% | $8,401+48.3% | $13,400-7.0% |