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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 | $88,618 | $165,381-46.4% | $149,730-40.8% | $158,966-44.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 11.00% | 348.29%-337.3pp | 276.70%-265.7pp | 302.95%-292.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $73 | $7,182-99.0% | $6,843-98.9% | $5,983-98.8% |
| Admin fee / account holder | $4,314 | $10,809-60.1% | $9,310-53.7% | $11,250-61.7% |