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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 | $54,018 | $185,830-70.9% | $170,004-68.2% | $139,427-61.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 19.32% | 60.52%-41.2pp | 53.39%-34.1pp | 373.27%-354.0pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,535 | $11,622-78.2% | $10,408-75.6% | $6,711-62.2% |
| Admin fee / account holder | $1,712 | $15,381-88.9% | $12,816-86.6% | $11,404-85.0% |