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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 | $151,389 | $154,193-1.8% | $130,045+16.4% | $139,466+8.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 25.07% | 32.51%-7.4pp | -137.30%+162.4pp | 373.66%-348.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,520 | $6,709-77.3% | $5,820-73.9% | $6,712-77.4% |
| Admin fee / account holder | $1,462 | $13,989-89.6% | $10,600-86.2% | $11,409-87.2% |