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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 | $68,978 | $755,339-90.9% | $379,746-81.8% | $158,950-56.6% |
| Participation rate | 40.0% | 81.8%-41.8pp | 78.4%-38.4pp | 82.0%-42.0pp |
| Annual return | 15.03% | 53.41%-38.4pp | 34.90%-19.9pp | 302.91%-287.9pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,224 | $7,938-84.6% | $6,024-79.7% | $5,983-79.5% |
| Admin fee / account holder | $6,888 | $14,482-52.4% | $7,927-13.1% | $11,248-38.8% |