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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 | $25,321 | $174,379-85.5% | $152,093-83.4% | $138,895-81.8% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 13.77% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,384 | $6,159-77.5% | $5,451-74.6% | $6,396-78.4% |
| Admin fee / account holder | $4,729 | $16,880-72.0% | $14,497-67.4% | $12,562-62.4% |