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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 | $25,822 | $109,411-76.4% | $89,435-71.1% | $158,982-83.8% |
| Participation rate | 34.8% | 74.3%-39.5pp | 68.0%-33.2pp | 82.0%-47.2pp |
| Annual return | 10.84% | 345.68%-334.8pp | 245.55%-234.7pp | 302.99%-292.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $833 | $4,600-81.9% | $3,890-78.6% | $5,983-86.1% |
| Admin fee / account holder | $2,990 | $6,159-51.5% | $4,884-38.8% | $11,252-73.4% |