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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 | $27,130 | $183,539-85.2% | $155,556-82.6% | $145,897-81.4% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 19.83% | 61.31%-41.5pp | 64.84%-45.0pp | 552.29%-532.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,423 | $6,467-78.0% | $5,631-74.7% | $6,689-78.7% |
| Admin fee / account holder | $891 | $19,275-95.4% | $15,885-94.4% | $13,390-93.3% |