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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 | $107,179 | $154,228-30.5% | $145,433-26.3% | $137,256-21.9% |
| Participation rate | 9.1% | 83.8%-74.7pp | 82.1%-73.0pp | 80.0%-70.9pp |
| Annual return | 22.43% | 74.59%-52.2pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $860 | $8,216-89.5% | $7,897-89.1% | $6,407-86.6% |
| Admin fee / account holder | $602 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |