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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 | $37,786 | $165,399-77.2% | $149,745-74.8% | $158,982-76.2% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 14.00% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,246 | $7,183-82.6% | $6,843-81.8% | $5,983-79.2% |
| Admin fee / account holder | $3,576 | $10,811-66.9% | $9,312-61.6% | $11,252-68.2% |