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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 | $65,929 | $56,200+17.3% | $67,653-2.5% | $59,633+10.6% |
| Participation rate | 23.2% | 71.5%-48.3pp | 75.7%-52.5pp | 68.7%-45.5pp |
| Annual return | 2.24% | 18506.71%-18504.5pp | 6625.22%-6623.0pp | 2041.40%-2039.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $576 | $2,843-79.7% | $3,560-83.8% | $3,192-81.9% |
| Admin fee / account holder | $13,829 | $3,959+249.3% | $4,821+186.9% | $4,297+221.8% |