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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 | $122,627 | $185,312-33.8% | $161,489-24.1% | $154,746-20.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.02% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,418 | $6,350-77.7% | $5,630-74.8% | $6,730-78.9% |
| Admin fee / account holder | $1,464 | $18,654-92.2% | $16,006-90.9% | $14,365-89.8% |