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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 | $102,095 | $108,942-6.3% | $100,415+1.7% | $145,897-30.0% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.2pp | 80.3%-43.9pp |
| Annual return | 13.10% | 58.27%-45.2pp | 49.47%-36.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,812 | $8,461-78.6% | $8,091-77.6% | $6,689-72.9% |
| Admin fee / account holder | $4,118 | $9,702-57.5% | $7,906-47.9% | $13,390-69.2% |