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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 | $25,048 | $135,956-81.6% | $123,894-79.8% | $273,972-90.9% |
| Participation rate | 45.8% | 84.1%-38.2pp | 81.4%-35.6pp | 83.0%-37.2pp |
| Annual return | 6.43% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $803 | $6,343-87.3% | $5,984-86.6% | $5,287-84.8% |
| Admin fee / account holder | $705 | $9,817-92.8% | $8,357-91.6% | $10,133-93.0% |