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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 | $48,509 | $197,625-75.5% | $177,840-72.7% | $158,966-69.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 13.96% | 58.76%-44.8pp | 48.32%-34.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,049 | $8,405-63.7% | $7,714-60.5% | $5,983-49.0% |
| Admin fee / account holder | $3,016 | $15,405-80.4% | $12,431-75.7% | $11,250-73.2% |