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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 | $33,370 | $105,210-68.3% | $159,487-79.1% | $85,851-61.1% |
| Participation rate | 52.6% | 75.8%-23.2pp | 82.8%-30.2pp | 69.3%-16.7pp |
| Annual return | 13.74% | 45.08%-31.3pp | 263.71%-250.0pp | 318.63%-304.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,058 | $5,946-65.4% | $7,354-72.0% | $3,952-47.9% |
| Admin fee / account holder | $1,022 | $6,934-85.3% | $10,804-90.5% | $6,261-83.7% |