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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 | $68,495 | $157,296-56.5% | $141,191-51.5% | $152,897-55.2% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.5%-50.9pp |
| Annual return | 18.67% | 64.34%-45.7pp | 71.41%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,502 | $7,111-78.9% | $6,710-77.6% | $5,851-74.3% |
| Admin fee / account holder | $1,057 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |