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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 | $36,497 | $199,109-81.7% | $173,730-79.0% | $154,746-76.4% |
| Participation rate | 26.3% | 82.8%-56.5pp | 79.6%-53.3pp | 80.7%-54.4pp |
| Annual return | 15.13% | 20.02%-4.9pp | 19.96%-4.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,600 | $7,113-77.5% | $6,326-74.7% | $6,730-76.2% |
| Admin fee / account holder | $2,695 | $20,916-87.1% | $17,523-84.6% | $14,365-81.2% |