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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 | $102,504 | $115,810-11.5% | $101,271+1.2% | $158,966-35.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 11.63% | 56.15%-44.5pp | 46.48%-34.8pp | 302.95%-291.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $982 | $4,958-80.2% | $4,371-77.5% | $5,983-83.6% |
| Admin fee / account holder | $1,276 | $7,248-82.4% | $5,948-78.5% | $11,250-88.7% |