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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 | $26,956 | $102,616-73.7% | $81,981-67.1% | $158,931-83.0% |
| Participation rate | 52.4% | 75.5%-23.2pp | 69.3%-16.9pp | 82.0%-29.6pp |
| Annual return | 25.54% | 61.05%-35.5pp | 41.31%-15.8pp | 302.86%-277.3pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $979 | $4,648-78.9% | $3,722-73.7% | $5,982-83.6% |
| Admin fee / account holder | $797 | $8,236-90.3% | $5,664-85.9% | $11,247-92.9% |