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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 | $30,164 | $166,089-81.8% | $164,928-81.7% | $145,978-79.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 12.14% | 100.26%-88.1pp | 70.08%-57.9pp | 550.52%-538.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,617 | $6,961-76.8% | $6,034-73.2% | $6,690-75.8% |
| Admin fee / account holder | $4,766 | $16,641-71.4% | $12,684-62.4% | $13,400-64.4% |