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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 | $35,653 | $166,242-78.6% | $165,071-78.4% | $145,884-75.6% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 32.82% | 100.44%-67.6pp | 70.17%-37.3pp | 551.85%-519.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,792 | $6,964-74.3% | $6,035-70.3% | $6,690-73.2% |
| Admin fee / account holder | $1,047 | $16,658-93.7% | $12,695-91.8% | $13,392-92.2% |