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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 | $41,265 | $181,062-77.2% | $158,223-73.9% | $155,188-73.4% |
| Participation rate | 23.1% | 82.7%-59.6pp | 79.2%-56.1pp | 80.8%-57.7pp |
| Annual return | 16.05% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,019 | $6,134-83.4% | $5,467-81.4% | $6,531-84.4% |
| Admin fee / account holder | $1,121 | $18,825-94.0% | $16,047-93.0% | $14,480-92.3% |