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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 | $80,680 | $107,363-24.9% | $92,909-13.2% | $152,897-47.2% |
| Participation rate | 31.3% | 79.8%-48.5pp | 76.0%-44.8pp | 82.5%-51.2pp |
| Annual return | 21.50% | 145.63%-124.1pp | 109.44%-87.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $836 | $4,848-82.8% | $4,238-80.3% | $5,851-85.7% |
| Admin fee / account holder | $383 | $7,082-94.6% | $5,795-93.4% | $11,599-96.7% |