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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 | $84,892 | $185,312-54.2% | $161,489-47.4% | $154,746-45.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 15.64% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $857 | $6,350-86.5% | $5,630-84.8% | $6,730-87.3% |
| Admin fee / account holder | $823 | $18,654-95.6% | $16,006-94.9% | $14,365-94.3% |