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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 | $137,662 | $108,911+26.4% | $100,392+37.1% | $145,884-5.6% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 13.39% | 58.23%-44.8pp | 49.45%-36.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $213 | $8,459-97.5% | $8,090-97.4% | $6,690-96.8% |
| Admin fee / account holder | $1,282 | $9,698-86.8% | $7,904-83.8% | $13,392-90.4% |