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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 | $59,987 | $70,366-14.7% | $66,674-10.0% | $138,895-56.8% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 17.68% | 386.41%-368.7pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $4,113 | $2,765+48.7% | $2,620+57.0% | $4,194-1.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $310 | $5,262-94.1% | $5,098-93.9% | $12,562-97.5% |