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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 | $27,258 | $157,296-82.7% | $141,191-80.7% | $152,897-82.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 26.40% | 64.34%-37.9pp | 71.41%-45.0pp | 345.43%-319.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,285 | $7,111-67.9% | $6,710-65.9% | $5,851-60.9% |
| Admin fee / account holder | $341 | $12,125-97.2% | $10,264-96.7% | $11,599-97.1% |