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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 | $123,595 | $178,174-30.6% | $156,181-20.9% | $137,256-10.0% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.8%-40.4pp | 80.0%-41.5pp |
| Annual return | 14.58% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $900 | $6,888-86.9% | $6,132-85.3% | $6,407-86.0% |
| Admin fee / account holder | $844 | $17,404-95.1% | $14,586-94.2% | $12,270-93.1% |