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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 | $34,645 | $183,968-81.2% | $162,166-78.6% | $152,870-77.3% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.4%-44.0pp |
| Annual return | 28.10% | 150.77%-122.7pp | 115.59%-87.5pp | 345.34%-317.2pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,354 | $8,034-70.7% | $7,298-67.7% | $5,850-59.8% |
| Admin fee / account holder | $1,483 | $13,121-88.7% | $10,842-86.3% | $11,597-87.2% |