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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 | $50,011 | $197,603-74.7% | $177,827-71.9% | $158,950-68.5% |
| Participation rate | 36.4% | 88.5%-52.2pp | 87.7%-51.4pp | 82.0%-45.6pp |
| Annual return | 9.75% | 58.76%-49.0pp | 48.32%-38.6pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,951 | $8,404-76.8% | $7,713-74.7% | $5,983-67.4% |
| Admin fee / account holder | $7,663 | $15,402-50.2% | $12,429-38.3% | $11,248-31.9% |