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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 | $21,998 | $156,398-85.9% | $147,318-85.1% | $138,895-84.2% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.7pp | 79.9%-43.6pp |
| Annual return | 18.89% | 78.75%-59.9pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,103 | $8,237-74.5% | $7,906-73.4% | $6,396-67.1% |
| Admin fee / account holder | $838 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |