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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 | $25,886 | $156,398-83.4% | $147,318-82.4% | $138,895-81.4% |
| Participation rate | 23.5% | 83.8%-60.2pp | 82.1%-58.5pp | 79.9%-56.4pp |
| Annual return | 14.59% | 78.75%-64.2pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $371 | $8,237-95.5% | $7,906-95.3% | $6,396-94.2% |
| Admin fee / account holder | $1,128 | $14,976-92.5% | $13,708-91.8% | $12,562-91.0% |