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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 | $25,848 | $166,242-84.5% | $165,071-84.3% | $145,884-82.3% |
| Participation rate | 26.7% | 82.0%-55.4pp | 78.6%-52.0pp | 80.3%-53.6pp |
| Annual return | 15.26% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,569 | $6,964-77.5% | $6,035-74.0% | $6,690-76.5% |
| Admin fee / account holder | $1,152 | $16,658-93.1% | $12,695-90.9% | $13,392-91.4% |