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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 | $20,694 | $183,516-88.7% | $155,534-86.7% | $145,884-85.8% |
| Participation rate | 22.7% | 82.7%-60.0pp | 78.2%-55.5pp | 80.3%-57.6pp |
| Annual return | 11.67% | 61.43%-49.8pp | 64.92%-53.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,534 | $6,467-76.3% | $5,630-72.8% | $6,690-77.1% |
| Admin fee / account holder | $1,285 | $19,293-93.3% | $15,900-91.9% | $13,392-90.4% |