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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 | $75,213 | $196,972-61.8% | $182,262-58.7% | $198,609-62.1% |
| Participation rate | 38.1% | 85.7%-47.6pp | 84.2%-46.1pp | 82.4%-44.3pp |
| Annual return | 17.36% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,405 | $8,643-60.6% | $8,276-58.9% | $6,977-51.2% |
| Admin fee / account holder | $876 | $18,429-95.2% | $16,712-94.8% | $19,030-95.4% |