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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 | $77,596 | $105,200-26.2% | $159,474-51.3% | $85,847-9.6% |
| Participation rate | 22.5% | 75.8%-53.3pp | 82.8%-60.3pp | 69.3%-46.8pp |
| Annual return | 14.34% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,580 | $5,946-73.4% | $7,353-78.5% | $3,952-60.0% |
| Admin fee / account holder | $1,233 | $6,934-82.2% | $10,802-88.6% | $6,261-80.3% |