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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 | $47,841 | $56,197-14.9% | $67,652-29.3% | $59,633-19.8% |
| Participation rate | 60.7% | 71.5%-10.8pp | 75.7%-15.0pp | 68.7%-8.0pp |
| Annual return | 0.91% | 18508.10%-18507.2pp | 6625.40%-6624.5pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $865 | $2,844-69.6% | $3,560-75.7% | $3,192-72.9% |
| Admin fee / account holder | $5,258 | $3,958+32.8% | $4,821+9.1% | $4,297+22.4% |