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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 | $90,798 | $166,242-45.4% | $165,071-45.0% | $145,884-37.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 18.86% | 100.44%-81.6pp | 70.17%-51.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,453 | $6,964-79.1% | $6,035-75.9% | $6,690-78.3% |
| Admin fee / account holder | $387 | $16,658-97.7% | $12,695-97.0% | $13,392-97.1% |