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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 | $15,835 | $114,119-86.1% | $107,187-85.2% | $138,895-88.6% |
| Participation rate | 4.8% | 78.1%-73.3pp | 75.0%-70.3pp | 79.9%-75.2pp |
| Annual return | 32.43% | 273.21%-240.8pp | 204.55%-172.1pp | 145.39%-113.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $457 | $5,538-91.8% | $5,096-91.0% | $6,396-92.9% |
| Admin fee / account holder | $3,875 | $10,024-61.3% | $9,162-57.7% | $12,562-69.2% |