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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 | $42,639 | $157,276-72.9% | $141,177-69.8% | $152,885-72.1% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.5%-41.3pp |
| Annual return | 19.52% | 64.33%-44.8pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $602 | $7,110-91.5% | $6,710-91.0% | $5,851-89.7% |
| Admin fee / account holder | $530 | $12,123-95.6% | $10,263-94.8% | $11,598-95.4% |