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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 | $129,776 | $227,399-42.9% | $189,758-31.6% | $198,609-34.7% |
| Participation rate | 52.2% | 84.0%-31.8pp | 79.8%-27.6pp | 82.4%-30.2pp |
| Annual return | 10.02% | 61.03%-51.0pp | 52.62%-42.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,723 | $6,837-74.8% | $5,856-70.6% | $6,977-75.3% |
| Admin fee / account holder | $5,330 | $25,162-78.8% | $20,388-73.9% | $19,030-72.0% |