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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 | $99,339 | $178,174-44.2% | $156,181-36.4% | $137,256-27.6% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.8%-48.1pp | 80.0%-49.2pp |
| Annual return | 13.32% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $682 | $6,888-90.1% | $6,132-88.9% | $6,407-89.4% |
| Admin fee / account holder | $340 | $17,404-98.0% | $14,586-97.7% | $12,270-97.2% |