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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 | $67,626 | $127,790-47.1% | $106,555-36.5% | $167,536-59.6% |
| Participation rate | 30.0% | 78.3%-48.3pp | 76.1%-46.1pp | 82.1%-52.1pp |
| Annual return | 12.40% | 33.88%-21.5pp | 26.80%-14.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $462 | $5,088-90.9% | $4,399-89.5% | $6,342-92.7% |
| Admin fee / account holder | $8,311 | $11,229-26.0% | $7,408+12.2% | $12,315-32.5% |