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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 | $26,569 | $209,336-87.3% | $197,124-86.5% | $137,256-80.6% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 20.00% | 48.09%-28.1pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $602 | $9,614-93.7% | $9,135-93.4% | $6,407-90.6% |
| Admin fee / account holder | $668 | $17,308-96.1% | $16,298-95.9% | $12,270-94.6% |