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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 | $66,526 | $160,028-58.4% | $147,080-54.8% | $145,884-54.4% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 12.90% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $480 | $8,422-94.3% | $8,066-94.1% | $6,690-92.8% |
| Admin fee / account holder | $1,018 | $15,030-93.2% | $12,989-92.2% | $13,392-92.4% |