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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 | $192,570 | $196,972-2.2% | $182,262+5.7% | $198,609-3.0% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 12.42% | 158.27%-145.9pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $392 | $8,643-95.5% | $8,276-95.3% | $6,977-94.4% |
| Admin fee / account holder | $31,279 | $18,429+69.7% | $16,712+87.2% | $19,030+64.4% |