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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 | $35,278 | $165,381-78.7% | $149,730-76.4% | $158,966-77.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 8.41% | 348.29%-339.9pp | 276.70%-268.3pp | 302.95%-294.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,969 | $7,182-72.6% | $6,843-71.2% | $5,983-67.1% |
| Admin fee / account holder | $1,062 | $10,809-90.2% | $9,310-88.6% | $11,250-90.6% |