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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 | $96,163 | $109,372-12.1% | $89,414+7.5% | $158,966-39.5% |
| Participation rate | 21.7% | 74.3%-52.5pp | 68.0%-46.2pp | 82.0%-60.2pp |
| Annual return | 23.30% | 345.55%-322.3pp | 245.50%-222.2pp | 302.95%-279.6pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $572 | $4,598-87.6% | $3,890-85.3% | $5,983-90.4% |
| Admin fee / account holder | $813 | $6,156-86.8% | $4,883-83.3% | $11,250-92.8% |