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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 | $90,706 | $183,539-50.6% | $155,556-41.7% | $145,897-37.8% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 20.33% | 61.31%-41.0pp | 64.84%-44.5pp | 552.29%-532.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,656 | $6,467-74.4% | $5,631-70.6% | $6,689-75.2% |
| Admin fee / account holder | $626 | $19,275-96.8% | $15,885-96.1% | $13,390-95.3% |