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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 | $20,333 | $159,934-87.3% | $147,005-86.2% | $145,959-86.1% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-59.9pp | 80.3%-58.1pp |
| Annual return | 10.59% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,192 | $8,427-85.9% | $8,070-85.2% | $6,689-82.2% |
| Admin fee / account holder | $2,199 | $15,053-85.4% | $13,006-83.1% | $13,398-83.6% |