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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 | $25,932 | $165,361-84.3% | $149,715-82.7% | $158,950-83.7% |
| Participation rate | 35.3% | 84.6%-49.3pp | 82.5%-47.2pp | 82.0%-46.7pp |
| Annual return | 13.47% | 348.24%-334.8pp | 276.66%-263.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,064 | $7,182-85.2% | $6,842-84.4% | $5,983-82.2% |
| Admin fee / account holder | $977 | $10,808-91.0% | $9,310-89.5% | $11,248-91.3% |