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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 | $123,595 | $213,785-42.2% | $185,441-33.4% | $155,188-20.4% |
| Participation rate | 38.5% | 83.2%-44.8pp | 80.3%-41.8pp | 80.8%-42.3pp |
| Annual return | 14.58% | 19.97%-5.4pp | 20.16%-5.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $900 | $6,864-86.9% | $6,152-85.4% | $6,531-86.2% |
| Admin fee / account holder | $844 | $21,134-96.0% | $17,890-95.3% | $14,480-94.2% |