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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 | $44,400 | $178,174-75.1% | $156,181-71.6% | $137,256-67.7% |
| Participation rate | 35.0% | 82.0%-47.0pp | 78.8%-43.8pp | 80.0%-45.0pp |
| Annual return | 11.74% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $757 | $6,888-89.0% | $6,132-87.7% | $6,407-88.2% |
| Admin fee / account holder | $1,174 | $17,404-93.3% | $14,586-92.0% | $12,270-90.4% |