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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 | $22,488 | $165,399-86.4% | $149,745-85.0% | $158,982-85.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 10.44% | 348.34%-337.9pp | 276.72%-266.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $758 | $7,183-89.4% | $6,843-88.9% | $5,983-87.3% |
| Admin fee / account holder | $1,226 | $10,811-88.7% | $9,312-86.8% | $11,252-89.1% |