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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 | $41,265 | $174,379-76.3% | $152,093-72.9% | $138,895-70.3% |
| Participation rate | 23.1% | 81.6%-58.6pp | 77.8%-54.7pp | 79.9%-56.8pp |
| Annual return | 16.05% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,019 | $6,159-83.5% | $5,451-81.3% | $6,396-84.1% |
| Admin fee / account holder | $1,121 | $16,880-93.4% | $14,497-92.3% | $12,562-91.1% |