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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 | $129,463 | $166,242-22.1% | $165,071-21.6% | $145,884-11.3% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.6%-37.4pp | 80.3%-39.1pp |
| Annual return | 11.35% | 100.44%-89.1pp | 70.17%-58.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,401 | $6,964-79.9% | $6,035-76.8% | $6,690-79.1% |
| Admin fee / account holder | $4,708 | $16,658-71.7% | $12,695-62.9% | $13,392-64.8% |