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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 | $37,591 | $228,352-83.5% | $185,835-79.8% | $158,966-76.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 13.06% | 40.81%-27.8pp | 35.96%-22.9pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,166 | $6,416-81.8% | $5,633-79.3% | $5,983-80.5% |
| Admin fee / account holder | $496 | $11,867-95.8% | $9,502-94.8% | $11,250-95.6% |