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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 | $47,984 | $121,677-60.6% | $104,625-54.1% | $158,966-69.8% |
| Participation rate | 38.9% | 77.5%-38.6pp | 74.1%-35.2pp | 82.0%-43.1pp |
| Annual return | 11.93% | 465.58%-453.6pp | 340.60%-328.7pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $499 | $4,175-88.1% | $3,738-86.7% | $5,983-91.7% |
| Admin fee / account holder | $6,667 | $7,777-14.3% | $6,465+3.1% | $11,250-40.7% |