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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 | $58,229 | $148,629-60.8% | $135,982-57.2% | $139,487-58.3% |
| Participation rate | 15.8% | 83.9%-68.1pp | 81.9%-66.1pp | 80.3%-64.5pp |
| Annual return | 12.54% | 79.33%-66.8pp | 68.32%-55.8pp | 373.84%-361.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $189 | $8,102-97.7% | $7,760-97.6% | $6,713-97.2% |
| Admin fee / account holder | $4,175 | $12,406-66.3% | $10,767-61.2% | $11,407-63.4% |