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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 | $66,068 | $148,623-55.5% | $135,974-51.4% | $139,466-52.6% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 14.39% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,102 | $8,103-74.1% | $7,760-72.9% | $6,712-68.7% |
| Admin fee / account holder | $1,015 | $12,406-91.8% | $10,767-90.6% | $11,409-91.1% |