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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 | $48,378 | $190,879-74.7% | $160,009-69.8% | $134,532-64.0% |
| Participation rate | 23.5% | 82.0%-58.4pp | 78.0%-54.4pp | 81.2%-57.7pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,246 | $6,924-82.0% | $6,183-79.9% | $6,401-80.5% |
| Admin fee / account holder | $779 | $10,495-92.6% | $8,715-91.1% | $11,429-93.2% |