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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 | $27,190 | $175,259-84.5% | $149,723-81.8% | $139,487-80.5% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.2pp |
| Annual return | 19.38% | 166.82%-147.4pp | 134.50%-115.1pp | 373.84%-354.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,108 | $6,522-83.0% | $5,682-80.5% | $6,713-83.5% |
| Admin fee / account holder | $392 | $16,158-97.6% | $13,215-97.0% | $11,407-96.6% |