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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 | $59,849 | $198,462-69.8% | $170,439-64.9% | $147,585-59.4% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 13.28% | 257.30%-244.0pp | 205.94%-192.7pp | 578.58%-565.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,380 | $5,629-75.5% | $4,939-72.1% | $5,439-74.6% |
| Admin fee / account holder | $2,265 | $16,852-86.6% | $13,881-83.7% | $10,886-79.2% |