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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 | $107,249 | $154,159-30.4% | $130,026-17.5% | $139,456-23.1% |
| Participation rate | 36.8% | 82.0%-45.1pp | 78.5%-41.7pp | 80.3%-43.5pp |
| Annual return | 18.45% | 32.50%-14.1pp | -137.26%+155.7pp | 373.45%-355.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $863 | $6,710-87.1% | $5,821-85.2% | $6,711-87.1% |
| Admin fee / account holder | $5,720 | $14,001-59.1% | $10,608-46.1% | $11,407-49.9% |