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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 | $103,308 | $148,629-30.5% | $135,982-24.0% | $139,487-25.9% |
| Participation rate | 35.3% | 83.9%-48.6pp | 81.9%-46.6pp | 80.3%-45.0pp |
| Annual return | 24.48% | 79.33%-54.8pp | 68.32%-43.8pp | 373.84%-349.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,448 | $8,102-69.8% | $7,760-68.5% | $6,713-63.5% |
| Admin fee / account holder | $498 | $12,406-96.0% | $10,767-95.4% | $11,407-95.6% |