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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 | $68,259 | $152,619-55.3% | $125,195-45.5% | $152,909-55.4% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.5%-13.2pp |
| Annual return | 22.11% | 54.85%-32.7pp | 43.79%-21.7pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,671 | $5,869-71.5% | $4,937-66.1% | $5,851-71.4% |
| Admin fee / account holder | $16,116 | $13,437+19.9% | $9,704+66.1% | $11,601+38.9% |