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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 | $84,769 | $78,672+7.8% | $109,163-22.3% | $85,856-1.3% |
| Participation rate | 0.0% | 68.3%-68.3pp | 75.9%-75.9pp | 69.3%-69.3pp |
| Annual return | 31.48% | 25.09%+6.4pp | 25.75%+5.7pp | 318.58%-287.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,046 | $3,467-69.8% | $4,654-77.5% | $3,952-73.5% |
| Admin fee / account holder | $16,113 | $5,470+194.6% | $6,754+138.6% | $6,261+157.4% |