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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 | $29,003 | $154,228-81.2% | $145,433-80.1% | $137,256-78.9% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $926 | $4,804-80.7% | $4,554-79.7% | $4,156-77.7% |
| Participant deferral / active EE | $1,577 | $8,216-80.8% | $7,897-80.0% | $6,407-75.4% |
| Admin fee / account holder | $3,675 | $14,344-74.4% | $13,129-72.0% | $12,270-70.0% |