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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 | $23,085 | $148,582-84.5% | $135,942-83.0% | $139,456-83.4% |
| Participation rate | 17.4% | 83.9%-66.5pp | 81.9%-64.5pp | 80.3%-62.9pp |
| Annual return | 20.18% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,297 | $8,101-71.6% | $7,759-70.4% | $6,711-65.8% |
| Admin fee / account holder | $1,626 | $12,402-86.9% | $10,764-84.9% | $11,407-85.7% |