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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 | $115,919 | $107,941+7.4% | $91,994+26.0% | $152,897-24.2% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 19.03% | 89.28%-70.2pp | 69.04%-50.0pp | 345.43%-326.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,633 | $6,366-74.3% | $5,924-72.4% | $5,851-72.1% |
| Admin fee / account holder | $5,564 | $10,521-47.1% | $7,744-28.1% | $11,599-52.0% |