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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 | $38,272 | $176,786-78.4% | $146,643-73.9% | $167,536-77.2% |
| Participation rate | 37.5% | 83.6%-46.1pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 9.73% | 24.04%-14.3pp | 22.75%-13.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,290 | $6,440-80.0% | $5,506-76.6% | $6,342-79.7% |
| Admin fee / account holder | $1,471 | $13,262-88.9% | $10,280-85.7% | $12,315-88.1% |