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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 | $72,229 | $198,457-63.6% | $170,435-57.6% | $147,586-51.1% |
| Participation rate | 52.9% | 88.0%-35.0pp | 83.6%-30.7pp | 82.8%-29.9pp |
| Annual return | 12.23% | 257.30%-245.1pp | 205.94%-193.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $244 | $5,629-95.7% | $4,939-95.1% | $5,439-95.5% |
| Admin fee / account holder | $8,420 | $16,852-50.0% | $13,881-39.3% | $10,886-22.6% |