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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 | $53,353 | $81,208-34.3% | $98,916-46.1% | $79,858-33.2% |
| Participation rate | 36.8% | 72.5%-35.7pp | 76.0%-39.2pp | 69.6%-32.8pp |
| Annual return | 18.48% | 60.99%-42.5pp | 196.45%-178.0pp | 31.72%-13.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $503 | $3,265-84.6% | $4,245-88.1% | $3,740-86.5% |
| Admin fee / account holder | $5,151 | $6,013-14.3% | $6,642-22.4% | $5,306-2.9% |