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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 | $212,503 | $49,976+325.2% | $66,674+218.7% | $82,637+157.2% |
| Participation rate | 8.3% | 63.1%-54.8pp | 73.7%-65.3pp | 68.1%-59.7pp |
| Annual return | 16.74% | 39.09%-22.4pp | 321.24%-304.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $73 | $2,847-97.4% | $4,084-98.2% | $4,126-98.2% |
| Admin fee / account holder | $1,882 | $4,594-59.0% | $5,098-63.1% | $7,339-74.4% |