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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 | $26,667 | $132,634-79.9% | $115,768-77.0% | $137,256-80.6% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 13.25% | 160.70%-147.4pp | 100.46%-87.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,466 | $5,619-73.9% | $4,917-70.2% | $6,407-77.1% |
| Admin fee / account holder | $464 | $15,028-96.9% | $12,439-96.3% | $12,270-96.2% |