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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 | $59,406 | $202,460-70.7% | $169,385-64.9% | $139,456-57.4% |
| Participation rate | 22.2% | 81.1%-58.9pp | 77.2%-54.9pp | 80.3%-58.1pp |
| Annual return | 18.01% | 532.07%-514.1pp | 405.82%-387.8pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $643 | $6,938-90.7% | $6,221-89.7% | $6,711-90.4% |
| Admin fee / account holder | $1,299 | $10,719-87.9% | $9,011-85.6% | $11,407-88.6% |