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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 | $112,842 | $166,089-32.1% | $164,928-31.6% | $145,978-22.7% |
| Participation rate | 35.7% | 82.0%-46.3pp | 78.6%-42.9pp | 80.3%-44.6pp |
| Annual return | 11.64% | 100.26%-88.6pp | 70.08%-58.4pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $276 | $6,961-96.0% | $6,034-95.4% | $6,690-95.9% |
| Admin fee / account holder | $2,098 | $16,641-87.4% | $12,684-83.5% | $13,400-84.3% |