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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 | $25,107 | $154,228-83.7% | $145,433-82.7% | $137,256-81.7% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 80.0%-36.5pp |
| Annual return | 17.00% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,564 | $8,216-81.0% | $7,897-80.2% | $6,407-75.6% |
| Admin fee / account holder | $2,947 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |