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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 | $133,852 | $183,516-27.1% | $155,534-13.9% | $145,884-8.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.98% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $908 | $6,467-86.0% | $5,630-83.9% | $6,690-86.4% |
| Admin fee / account holder | $1,458 | $19,293-92.4% | $15,900-90.8% | $13,392-89.1% |