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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 | $20,668 | $176,120-88.3% | $159,487-87.0% | $167,553-87.7% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 20.19% | 331.95%-311.8pp | 263.71%-243.5pp | 478.89%-458.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,440 | $7,752-81.4% | $7,354-80.4% | $6,343-77.3% |
| Admin fee / account holder | $329 | $12,561-97.4% | $10,804-97.0% | $12,316-97.3% |