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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 | $35,913 | $160,070-77.6% | $147,117-75.6% | $145,897-75.4% |
| Participation rate | 10.5% | 84.0%-73.5pp | 82.2%-71.7pp | 80.3%-69.8pp |
| Annual return | 12.40% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $868 | $8,419-89.7% | $8,065-89.2% | $6,689-87.0% |
| Admin fee / account holder | $1,203 | $15,035-92.0% | $12,993-90.7% | $13,390-91.0% |