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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 | $40,254 | $226,090-82.2% | $182,531-77.9% | $152,885-73.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 18.98% | 192.57%-173.6pp | 148.57%-129.6pp | 345.39%-326.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,183 | $6,369-81.4% | $5,525-78.6% | $5,851-79.8% |
| Admin fee / account holder | $6,378 | $10,705-40.4% | $8,593-25.8% | $11,598-45.0% |