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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 | $21,672 | $107,368-79.8% | $92,915-76.7% | $152,909-85.8% |
| Participation rate | 19.0% | 79.8%-60.7pp | 76.0%-57.0pp | 82.5%-63.4pp |
| Annual return | 13.83% | 145.64%-131.8pp | 109.45%-95.6pp | 345.46%-331.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $692 | $4,848-85.7% | $4,238-83.7% | $5,851-88.2% |
| Admin fee / account holder | $8,236 | $7,082+16.3% | $5,796+42.1% | $11,601-29.0% |