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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 | $88,249 | $95,580-7.7% | $76,872+14.8% | $139,466-36.7% |
| Participation rate | 7.7% | 74.0%-66.3pp | 69.6%-61.9pp | 80.3%-72.6pp |
| Annual return | 10.89% | 55.00%-44.1pp | 37.90%-27.0pp | 373.66%-362.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $265 | $4,623-94.3% | $3,832-93.1% | $6,712-96.0% |
| Admin fee / account holder | $582 | $8,302-93.0% | $5,476-89.4% | $11,409-94.9% |