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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 | $121,013 | $70,366+72.0% | $66,674+81.5% | $138,895-12.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 20.30% | 386.41%-366.1pp | 321.24%-300.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $291 | $4,374-93.4% | $4,084-92.9% | $6,396-95.5% |
| Admin fee / account holder | $892 | $5,262-83.0% | $5,098-82.5% | $12,562-92.9% |