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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 | $96,841 | $213,785-54.7% | $185,441-47.8% | $155,188-37.6% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 16.69% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,174 | $6,864-82.9% | $6,152-80.9% | $6,531-82.0% |
| Admin fee / account holder | $397 | $21,134-98.1% | $17,890-97.8% | $14,480-97.3% |