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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 | $79,209-0.5% | $102,434-23.0% | $74,459+5.9% |
| Participation rate | 26.1% | 74.8%-48.7pp | 76.5%-50.4pp | 67.2%-41.1pp |
| Annual return | 14.34% | 54.98%-40.6pp | 29.46%-15.1pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,565 | $4,417-64.6% | $5,055-69.0% | $4,350-64.0% |
| Admin fee / account holder | $3,940 | $2,002+96.8% | $9,462-58.4% | $1,945+102.6% |