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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 | $36,144 | $148,582-75.7% | $135,942-73.4% | $139,456-74.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.91% | 79.26%-64.3pp | 68.28%-53.4pp | 373.45%-358.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,804 | $8,101-77.7% | $7,759-76.7% | $6,711-73.1% |
| Admin fee / account holder | $537 | $12,402-95.7% | $10,764-95.0% | $11,407-95.3% |