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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 | $79,472 | $125,190-36.5% | $105,624-24.8% | $145,897-45.5% |
| Participation rate | 38.9% | 77.6%-38.7pp | 75.3%-36.4pp | 80.3%-41.4pp |
| Annual return | 8.57% | 225.22%-216.6pp | 116.20%-107.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,286 | $5,716-77.5% | $5,013-74.3% | $6,689-80.8% |
| Admin fee / account holder | $9,781 | $17,138-42.9% | $10,961-10.8% | $13,390-27.0% |