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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 | $65,198 | $144,130-54.8% | $117,861-44.7% | $147,586-55.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 12.66% | 531.20%-518.5pp | 335.11%-322.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,118 | $5,316-79.0% | $4,482-75.0% | $5,439-79.4% |
| Admin fee / account holder | $5,470 | $10,887-49.8% | $8,021-31.8% | $10,886-49.8% |