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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 | $116,284 | $115,814+0.4% | $101,275+14.8% | $158,982-26.9% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 13.39% | 56.16%-42.8pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $647 | $4,958-86.9% | $4,371-85.2% | $5,983-89.2% |
| Admin fee / account holder | $15,194 | $7,249+109.6% | $5,948+155.5% | $11,252+35.0% |