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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 | $67,527 | $102,422-34.1% | $147,117-54.1% | $80,959-16.6% |
| Participation rate | 21.6% | 75.9%-54.3pp | 82.2%-60.6pp | 67.7%-46.0pp |
| Annual return | 17.32% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,771 | $6,652-73.4% | $8,065-78.0% | $4,300-58.8% |
| Admin fee / account holder | $758 | $7,953-90.5% | $12,993-94.2% | $6,925-89.1% |