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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 | $149,051 | $132,099+12.8% | $115,599+28.9% | $138,895+7.3% |
| Participation rate | 40.9% | 77.9%-36.9pp | 74.3%-33.4pp | 79.9%-39.0pp |
| Annual return | 15.22% | 176.76%-161.5pp | 111.10%-95.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,179 | $5,617-79.0% | $4,889-75.9% | $6,396-81.6% |
| Admin fee / account holder | $3,691 | $15,650-76.4% | $12,841-71.3% | $12,562-70.6% |