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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 | $91,407 | $79,223+15.4% | $102,460-10.8% | $74,478+22.7% |
| Participation rate | 13.1% | 74.8%-61.6pp | 76.5%-63.4pp | 67.2%-54.1pp |
| Annual return | 11.38% | 54.98%-43.6pp | 29.47%-18.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $677 | $4,417-84.7% | $5,056-86.6% | $4,350-84.4% |
| Admin fee / account holder | $3,430 | $2,003+71.3% | $9,460-63.7% | $1,946+76.3% |