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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 | $117,489 | $154,159-23.8% | $130,026-9.6% | $139,456-15.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 19.42% | 32.50%-13.1pp | -137.26%+156.7pp | 373.45%-354.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $280 | $6,710-95.8% | $5,821-95.2% | $6,711-95.8% |
| Admin fee / account holder | $473 | $14,001-96.6% | $10,608-95.5% | $11,407-95.9% |