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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 | $66,212 | $275,752-76.0% | $256,809-74.2% | $198,609-66.7% |
| Participation rate | 56.3% | 89.2%-32.9pp | 88.5%-32.3pp | 82.4%-26.1pp |
| Annual return | 11.04% | 34.81%-23.8pp | 32.73%-21.7pp | 202.70%-191.7pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,005 | $10,037-90.0% | $9,520-89.4% | $6,977-85.6% |
| Admin fee / account holder | $35,243 | $25,716+37.0% | $25,146+40.2% | $19,030+85.2% |