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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 | $58,623 | $160,070-63.4% | $147,117-60.2% | $145,897-59.8% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.2%-72.2pp | 80.3%-70.3pp |
| Annual return | 17.29% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,056 | $8,419-87.5% | $8,065-86.9% | $6,689-84.2% |
| Admin fee / account holder | $4,271 | $15,035-71.6% | $12,993-67.1% | $13,390-68.1% |