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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 | $59,504 | $148,629-60.0% | $135,982-56.2% | $139,487-57.3% |
| Participation rate | 31.6% | 83.9%-52.3pp | 81.9%-50.3pp | 80.3%-48.8pp |
| Annual return | 20.23% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,955 | $8,102-75.9% | $7,760-74.8% | $6,713-70.9% |
| Admin fee / account holder | $3,352 | $12,406-73.0% | $10,767-68.9% | $11,407-70.6% |