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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 | $17,057 | $115,810-85.3% | $101,271-83.2% | $158,966-89.3% |
| Participation rate | 20.8% | 79.4%-58.5pp | 75.8%-55.0pp | 82.0%-61.1pp |
| Annual return | 31.71% | 56.15%-24.4pp | 46.48%-14.8pp | 302.95%-271.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,356 | $4,958-72.6% | $4,371-69.0% | $5,983-77.3% |
| Admin fee / account holder | $697 | $7,248-90.4% | $5,948-88.3% | $11,250-93.8% |