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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 | $200,644 | $160,070+25.3% | $147,117+36.4% | $145,897+37.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 18.27% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $401 | $8,419-95.2% | $8,065-95.0% | $6,689-94.0% |
| Admin fee / account holder | $1,636 | $15,035-89.1% | $12,993-87.4% | $13,390-87.8% |