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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 | $36,880 | $160,040-77.0% | $147,096-74.9% | $145,877-74.7% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | 10.04% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $709 | $8,429-91.6% | $8,071-91.2% | $6,691-89.4% |
| Admin fee / account holder | $600 | $15,050-96.0% | $13,005-95.4% | $13,402-95.5% |