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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 | $16,815 | $183,516-90.8% | $155,534-89.2% | $145,884-88.5% |
| Participation rate | 15.8% | 82.7%-66.9pp | 78.2%-62.4pp | 80.3%-64.5pp |
| Annual return | 11.10% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $81 | $6,467-98.7% | $5,630-98.6% | $6,690-98.8% |
| Admin fee / account holder | $358 | $19,293-98.1% | $15,900-97.8% | $13,392-97.3% |