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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 | $49,326 | $157,296-68.6% | $141,191-65.1% | $152,897-67.7% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.5%-50.9pp |
| Annual return | 18.20% | 64.34%-46.1pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,696 | $7,111-76.1% | $6,710-74.7% | $5,851-71.0% |
| Admin fee / account holder | $10,654 | $12,125-12.1% | $10,264+3.8% | $11,599-8.2% |