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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 | $27,198 | $154,228-82.4% | $145,433-81.3% | $137,256-80.2% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.9pp | 80.0%-48.7pp |
| Annual return | 15.02% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $950 | $8,216-88.4% | $7,897-88.0% | $6,407-85.2% |
| Admin fee / account holder | $4,571 | $14,344-68.1% | $13,129-65.2% | $12,270-62.7% |