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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 | $76,499 | $106,008-27.8% | $92,240-17.1% | $147,586-48.2% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 14.28% | 50.05%-35.8pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,054 | $4,478-76.5% | $3,897-72.9% | $5,439-80.6% |
| Admin fee / account holder | $7,053 | $6,333+11.4% | $5,194+35.8% | $10,886-35.2% |