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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 | $65,164 | $80,992-19.5% | $96,534-32.5% | $75,173-13.3% |
| Participation rate | 33.7% | 71.8%-38.1pp | 76.0%-42.3pp | 67.2%-33.5pp |
| Annual return | 117.95% | 27.05%+90.9pp | 25.88%+92.1pp | 160.72%-42.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $884 | $3,929-77.5% | $4,851-81.8% | $4,126-78.6% |
| Admin fee / account holder | $4,806 | $6,717-28.4% | $8,253-41.8% | $5,651-14.9% |