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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 | $91,239 | $81,208+12.4% | $98,920-7.8% | $79,856+14.3% |
| Participation rate | 57.1% | 72.5%-15.4pp | 76.0%-18.9pp | 69.6%-12.5pp |
| Annual return | 21.84% | 60.99%-39.2pp | 196.47%-174.6pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,248 | $3,265-61.8% | $4,245-70.6% | $3,741-66.6% |
| Admin fee / account holder | $9,216 | $6,013+53.3% | $6,643+38.7% | $5,306+73.7% |