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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 | $38,749 | $223,823-82.7% | $211,142-81.6% | $154,746-75.0% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 16.56% | 50.39%-33.8pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,739 | $9,750-71.9% | $9,284-70.5% | $6,730-59.3% |
| Admin fee / account holder | $2,389 | $19,707-87.9% | $19,076-87.5% | $14,365-83.4% |