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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 | $102,562 | $148,623-31.0% | $135,974-24.6% | $139,466-26.5% |
| Participation rate | 23.1% | 83.9%-60.8pp | 81.9%-58.8pp | 80.3%-57.3pp |
| Annual return | 13.41% | 79.30%-65.9pp | 68.30%-54.9pp | 373.66%-360.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,682 | $8,103-79.2% | $7,760-78.3% | $6,712-74.9% |
| Admin fee / account holder | $1,843 | $12,406-85.1% | $10,767-82.9% | $11,409-83.8% |