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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 | $184,014-32.8% | $161,149-23.3% | $138,895-11.0% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.8%-40.4pp | 79.9%-41.5pp |
| Annual return | 14.58% | 21.52%-6.9pp | 21.16%-6.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $900 | $6,909-87.0% | $6,153-85.4% | $6,396-85.9% |
| Admin fee / account holder | $844 | $18,027-95.3% | $15,194-94.4% | $12,562-93.3% |