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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 | $40,896 | $183,516-77.7% | $155,534-73.7% | $145,884-72.0% |
| Participation rate | 7.7% | 82.7%-75.0pp | 78.2%-70.5pp | 80.3%-72.6pp |
| Annual return | 9.94% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $734 | $6,467-88.7% | $5,630-87.0% | $6,690-89.0% |
| Admin fee / account holder | $1,156 | $19,293-94.0% | $15,900-92.7% | $13,392-91.4% |