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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 | $78,849 | $79,184-0.4% | $102,438-23.0% | $74,546+5.8% |
| Participation rate | 26.1% | 74.8%-48.7pp | 76.5%-50.4pp | 67.2%-41.1pp |
| Annual return | 14.34% | 54.95%-40.6pp | 29.37%-15.0pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,565 | $4,414-64.5% | $5,054-69.0% | $4,347-64.0% |
| Admin fee / account holder | $3,940 | $2,001+96.9% | $9,448-58.3% | $1,944+102.7% |