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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 | $116,560 | $125,190-6.9% | $105,624+10.4% | $145,897-20.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 9.77% | 225.22%-215.4pp | 116.20%-106.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $84 | $5,716-98.5% | $5,013-98.3% | $6,689-98.7% |
| Admin fee / account holder | $3,200 | $17,138-81.3% | $10,961-70.8% | $13,390-76.1% |