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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 | $64,713 | $110,379-41.4% | $102,412-36.8% | $145,884-55.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 22.37% | 24.84%-2.5pp | 24.94%-2.6pp | 551.85%-529.5pp |
| Employer contribution / active EE | $864 | $4,216-79.5% | $3,870-77.7% | $4,662-81.5% |
| Participant deferral / active EE | $1,416 | $5,622-74.8% | $5,060-72.0% | $6,690-78.8% |
| Admin fee / account holder | $12,461 | $9,745+27.9% | $8,388+48.6% | $13,392-6.9% |