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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 | $94,249 | $79,189+19.0% | $102,457-8.0% | $74,400+26.7% |
| Participation rate | 25.2% | 74.8%-49.6pp | 76.5%-51.3pp | 67.2%-42.0pp |
| Annual return | 15.77% | 54.98%-39.2pp | 29.41%-13.6pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $988 | $4,415-77.6% | $5,054-80.5% | $4,348-77.3% |
| Admin fee / account holder | $12,533 | $2,002+526.0% | $9,451+32.6% | $1,944+544.9% |