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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 | $89,610 | $125,778-28.8% | $114,563-21.8% | $154,746-42.1% |
| Participation rate | 18.8% | 75.2%-56.4pp | 72.9%-54.2pp | 80.7%-62.0pp |
| Annual return | 13.05% | 295.14%-282.1pp | 241.09%-228.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $561 | $4,445-87.4% | $4,142-86.5% | $6,730-91.7% |
| Admin fee / account holder | $1,590 | $8,190-80.6% | $7,623-79.1% | $14,365-88.9% |