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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 | $143,359 | $129,737+10.5% | $119,126+20.3% | $154,746-7.4% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 14.60% | 379.08%-364.5pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,127 | $5,842-80.7% | $5,318-78.8% | $6,730-83.3% |
| Admin fee / account holder | $1,985 | $11,961-83.4% | $10,693-81.4% | $14,365-86.2% |