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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 | $18,382 | $148,629-87.6% | $135,982-86.5% | $139,487-86.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.94% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,926 | $8,102-76.2% | $7,760-75.2% | $6,713-71.3% |
| Admin fee / account holder | $455 | $12,406-96.3% | $10,767-95.8% | $11,407-96.0% |