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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 | $45,574 | $197,625-76.9% | $177,840-74.4% | $158,966-71.3% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.7%-67.7pp | 82.0%-62.0pp |
| Annual return | 15.62% | 58.76%-43.1pp | 48.32%-32.7pp | 302.95%-287.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,313 | $8,405-84.4% | $7,714-83.0% | $5,983-78.1% |
| Admin fee / account holder | $2,786 | $15,405-81.9% | $12,431-77.6% | $11,250-75.2% |