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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 | $116,823 | $148,582-21.4% | $135,942-14.1% | $139,456-16.2% |
| Participation rate | 38.9% | 83.9%-45.0pp | 81.9%-43.0pp | 80.3%-41.4pp |
| Annual return | 16.79% | 79.26%-62.5pp | 68.28%-51.5pp | 373.45%-356.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,449 | $8,101-69.8% | $7,759-68.4% | $6,711-63.5% |
| Admin fee / account holder | $12,146 | $12,402-2.1% | $10,764+12.8% | $11,407+6.5% |