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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 | $23,432 | $202,460-88.4% | $169,385-86.2% | $139,456-83.2% |
| Participation rate | 30.0% | 81.1%-51.1pp | 77.2%-47.2pp | 80.3%-50.3pp |
| Annual return | 20.33% | 532.07%-511.7pp | 405.82%-385.5pp | 373.45%-353.1pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,030 | $6,938-85.2% | $6,221-83.4% | $6,711-84.6% |
| Admin fee / account holder | $750 | $10,719-93.0% | $9,011-91.7% | $11,407-93.4% |