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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 | $23,362 | $183,516-87.3% | $155,534-85.0% | $145,884-84.0% |
| Participation rate | 23.8% | 82.7%-58.9pp | 78.2%-54.4pp | 80.3%-56.5pp |
| Annual return | 9.43% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,056 | $6,467-83.7% | $5,630-81.2% | $6,690-84.2% |
| Admin fee / account holder | $3,856 | $19,293-80.0% | $15,900-75.7% | $13,392-71.2% |