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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 | $73,961 | $79,209-6.6% | $102,434-27.8% | $74,459-0.7% |
| Participation rate | 31.7% | 74.8%-43.0pp | 76.5%-44.8pp | 67.2%-35.5pp |
| Annual return | 11.70% | 54.98%-43.3pp | 29.46%-17.8pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $675 | $4,417-84.7% | $5,055-86.7% | $4,350-84.5% |
| Admin fee / account holder | $6,271 | $2,002+213.3% | $9,462-33.7% | $1,945+222.4% |