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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 | $30,594 | $149,778-79.6% | $118,946-74.3% | $158,950-80.8% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 14.73% | 19.95%-5.2pp | 35.89%-21.2pp | 302.91%-288.2pp |
| Employer contribution / active EE | $2,402 | $4,117-41.7% | $3,263-26.4% | $4,762-49.6% |
| Participant deferral / active EE | $17 | $5,225-99.7% | $4,266-99.6% | $5,983-99.7% |
| Admin fee / account holder | $2,634 | $8,604-69.4% | $6,581-60.0% | $11,248-76.6% |