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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 | $60,358 | $183,592-67.1% | $155,567-61.2% | $145,959-58.6% |
| Participation rate | 9.1% | 82.7%-73.6pp | 78.2%-69.1pp | 80.3%-71.2pp |
| Annual return | 13.71% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $610 | $6,464-90.6% | $5,628-89.2% | $6,689-90.9% |
| Admin fee / account holder | $3,948 | $19,318-79.6% | $15,916-75.2% | $13,398-70.5% |