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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 | $54,027 | $108,942-50.4% | $100,415-46.2% | $145,897-63.0% |
| Participation rate | 36.8% | 83.0%-46.1pp | 81.5%-44.7pp | 80.3%-43.5pp |
| Annual return | 12.16% | 58.27%-46.1pp | 49.47%-37.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,275 | $8,461-84.9% | $8,091-84.2% | $6,689-80.9% |
| Admin fee / account holder | $11,754 | $9,702+21.1% | $7,906+48.7% | $13,390-12.2% |