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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 | $28,311 | $184,014-84.6% | $161,149-82.4% | $138,895-79.6% |
| Participation rate | 31.3% | 82.1%-50.8pp | 78.8%-47.6pp | 79.9%-48.7pp |
| Annual return | 16.34% | 21.52%-5.2pp | 21.16%-4.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,761 | $6,909-74.5% | $6,153-71.4% | $6,396-72.5% |
| Admin fee / account holder | $5,839 | $18,027-67.6% | $15,194-61.6% | $12,562-53.5% |