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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 | $99,339 | $199,109-50.1% | $173,730-42.8% | $154,746-35.8% |
| Participation rate | 30.8% | 82.8%-52.0pp | 79.6%-48.8pp | 80.7%-49.9pp |
| Annual return | 13.32% | 20.02%-6.7pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $682 | $7,113-90.4% | $6,326-89.2% | $6,730-89.9% |
| Admin fee / account holder | $340 | $20,916-98.4% | $17,523-98.1% | $14,365-97.6% |