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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 | $156,833 | $111,535+40.6% | $105,223+49.0% | $137,256+14.3% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 13.89% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $953 | $5,500-82.7% | $5,072-81.2% | $6,407-85.1% |
| Admin fee / account holder | $7,105 | $9,721-26.9% | $8,859-19.8% | $12,270-42.1% |