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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 | $227,291-83.0% | $214,702-82.0% | $155,188-75.0% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 16.56% | 60.08%-43.5pp | 54.55%-38.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,739 | $9,582-71.4% | $9,147-70.1% | $6,531-58.1% |
| Admin fee / account holder | $2,389 | $20,413-88.3% | $19,830-88.0% | $14,480-83.5% |