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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 | $27,198 | $162,136-83.2% | $152,301-82.1% | $154,746-82.4% |
| Participation rate | 31.3% | 84.1%-52.9pp | 82.4%-51.2pp | 80.7%-49.5pp |
| Annual return | 15.02% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $950 | $8,341-88.6% | $8,004-88.1% | $6,730-85.9% |
| Admin fee / account holder | $4,571 | $15,759-71.0% | $14,398-68.3% | $14,365-68.2% |