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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 | $57,931 | $171,492-66.2% | $150,734-61.6% | $198,609-70.8% |
| Participation rate | 55.0% | 81.4%-26.4pp | 78.4%-23.4pp | 82.4%-27.4pp |
| Annual return | 11.37% | 804.70%-793.3pp | 600.81%-589.4pp | 202.70%-191.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,287 | $6,259-79.4% | $5,610-77.1% | $6,977-81.6% |
| Admin fee / account holder | $1,669 | $17,628-90.5% | $14,905-88.8% | $19,030-91.2% |