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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 | $142,354+4.7% | $125,529+18.7% | $155,188-4.0% |
| Participation rate | 40.9% | 78.1%-37.2pp | 74.7%-33.8pp | 80.8%-39.9pp |
| Annual return | 15.22% | 306.06%-290.8pp | 202.56%-187.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,179 | $5,491-78.5% | $4,813-75.5% | $6,531-81.9% |
| Admin fee / account holder | $3,691 | $19,392-81.0% | $16,298-77.4% | $14,480-74.5% |