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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 | $55,588 | $223,823-75.2% | $211,142-73.7% | $154,746-64.1% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 14.29% | 50.39%-36.1pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $108 | $9,750-98.9% | $9,284-98.8% | $6,730-98.4% |
| Admin fee / account holder | $729 | $19,707-96.3% | $19,076-96.2% | $14,365-94.9% |