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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 | $35,913 | $175,257-79.5% | $149,717-76.0% | $139,456-74.2% |
| Participation rate | 19.0% | 83.4%-64.3pp | 78.8%-59.7pp | 80.3%-61.3pp |
| Annual return | 22.23% | 166.70%-144.5pp | 134.41%-112.2pp | 373.45%-351.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $196 | $6,521-97.0% | $5,682-96.6% | $6,711-97.1% |
| Admin fee / account holder | $317 | $16,156-98.0% | $13,213-97.6% | $11,407-97.2% |