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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 | $46,378 | $196,972-76.5% | $182,262-74.6% | $198,609-76.6% |
| Participation rate | 31.6% | 85.7%-54.1pp | 84.2%-52.6pp | 82.4%-50.8pp |
| Annual return | 39.85% | 158.27%-118.4pp | 140.60%-100.7pp | 202.70%-162.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,647 | $8,643-57.8% | $8,276-55.9% | $6,977-47.7% |
| Admin fee / account holder | $391 | $18,429-97.9% | $16,712-97.7% | $19,030-97.9% |