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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 | $35,018 | $217,432-83.9% | $185,851-81.2% | $167,553-79.1% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 12.97% | 148.43%-135.5pp | 122.11%-109.1pp | 478.89%-465.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,458 | $6,357-77.1% | $5,569-73.8% | $6,343-77.0% |
| Admin fee / account holder | $3,051 | $19,820-84.6% | $16,245-81.2% | $12,316-75.2% |