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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 | $41,805 | $132,634-68.5% | $115,768-63.9% | $137,256-69.5% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.4%-45.8pp | 80.0%-51.4pp |
| Annual return | 9.76% | 160.70%-150.9pp | 100.46%-90.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $984 | $5,619-82.5% | $4,917-80.0% | $6,407-84.6% |
| Admin fee / account holder | $3,374 | $15,028-77.5% | $12,439-72.9% | $12,270-72.5% |