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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 | $78,149 | $125,184-37.6% | $105,607-26.0% | $145,884-46.4% |
| Participation rate | 45.8% | 77.6%-31.8pp | 75.3%-29.4pp | 80.3%-34.5pp |
| Annual return | 21.05% | 225.00%-204.0pp | 116.11%-95.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $979 | $5,714-82.9% | $5,011-80.5% | $6,690-85.4% |
| Admin fee / account holder | $7,445 | $17,133-56.5% | $10,958-32.1% | $13,392-44.4% |