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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 | $69,641 | $254,759-72.7% | $216,567-67.8% | $198,609-64.9% |
| Participation rate | 45.0% | 84.5%-39.5pp | 81.6%-36.6pp | 82.4%-37.4pp |
| Annual return | 11.16% | 10.04%+1.1pp | 12.94%-1.8pp | 202.70%-191.5pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,763 | $6,948-74.6% | $6,191-71.5% | $6,977-74.7% |
| Admin fee / account holder | $1,508 | $26,311-94.3% | $21,981-93.1% | $19,030-92.1% |