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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 | $52,334 | $226,090-76.9% | $182,531-71.3% | $152,885-65.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 19.29% | 192.57%-173.3pp | 148.57%-129.3pp | 345.39%-326.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,036 | $6,369-83.7% | $5,525-81.3% | $5,851-82.3% |
| Admin fee / account holder | $418 | $10,705-96.1% | $8,593-95.1% | $11,598-96.4% |