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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 | $44,684 | $197,637-77.4% | $177,848-74.9% | $158,982-71.9% |
| Participation rate | 38.5% | 88.5%-50.1pp | 87.7%-49.3pp | 82.0%-43.5pp |
| Annual return | 20.98% | 58.77%-37.8pp | 48.33%-27.3pp | 302.99%-282.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,621 | $8,405-68.8% | $7,714-66.0% | $5,983-56.2% |
| Admin fee / account holder | $1,524 | $15,406-90.1% | $12,431-87.7% | $11,252-86.5% |