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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 | $21,708 | $175,257-87.6% | $149,717-85.5% | $139,456-84.4% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 14.31% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,591 | $6,521-75.6% | $5,682-72.0% | $6,711-76.3% |
| Admin fee / account holder | $2,199 | $16,156-86.4% | $13,213-83.4% | $11,407-80.7% |