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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 | $97,520 | $165,399-41.0% | $149,745-34.9% | $158,982-38.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.28% | 348.34%-336.1pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,186 | $7,183-69.6% | $6,843-68.0% | $5,983-63.5% |
| Admin fee / account holder | $3,221 | $10,811-70.2% | $9,312-65.4% | $11,252-71.4% |