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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 | $47,684 | $181,062-73.7% | $158,223-69.9% | $155,188-69.3% |
| Participation rate | 14.3% | 82.7%-68.4pp | 79.2%-64.9pp | 80.8%-66.5pp |
| Annual return | 10.24% | 57.39%-47.1pp | 52.09%-41.8pp | 148.84%-138.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $211 | $6,134-96.6% | $5,467-96.1% | $6,531-96.8% |
| Admin fee / account holder | $1,328 | $18,825-92.9% | $16,047-91.7% | $14,480-90.8% |