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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 | $85,615 | $197,625-56.7% | $177,840-51.9% | $158,966-46.1% |
| Participation rate | 22.2% | 88.5%-66.3pp | 87.7%-65.5pp | 82.0%-59.7pp |
| Annual return | 10.85% | 58.76%-47.9pp | 48.32%-37.5pp | 302.95%-292.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $313 | $8,405-96.3% | $7,714-95.9% | $5,983-94.8% |
| Admin fee / account holder | $4,010 | $15,405-74.0% | $12,431-67.7% | $11,250-64.4% |