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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 | $91,967 | $254,759-63.9% | $216,567-57.5% | $198,609-53.7% |
| Participation rate | 56.3% | 84.5%-28.3pp | 81.6%-25.4pp | 82.4%-26.1pp |
| Annual return | 10.06% | 10.04%0pp | 12.94%-2.9pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,117 | $6,948-69.5% | $6,191-65.8% | $6,977-69.7% |
| Admin fee / account holder | $4,095 | $26,311-84.4% | $21,981-81.4% | $19,030-78.5% |