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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 | $55,854 | $198,457-71.9% | $170,435-67.2% | $147,586-62.2% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 10.77% | 257.30%-246.5pp | 205.94%-195.2pp | 578.59%-567.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $249 | $5,629-95.6% | $4,939-95.0% | $5,439-95.4% |
| Admin fee / account holder | $603 | $16,852-96.4% | $13,881-95.7% | $10,886-94.5% |