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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 | $61,079 | $108,897-43.9% | $100,378-39.2% | $145,877-58.1% |
| Participation rate | 7.7% | 83.0%-75.3pp | 81.5%-73.8pp | 80.3%-72.6pp |
| Annual return | 12.99% | 58.17%-45.2pp | 49.41%-36.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $681 | $8,455-91.9% | $8,087-91.6% | $6,691-89.8% |
| Admin fee / account holder | $922 | $9,690-90.5% | $7,899-88.3% | $13,402-93.1% |