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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 | $79,444 | $95,415-16.7% | $185,851-57.3% | $85,851-7.5% |
| Participation rate | 29.8% | 68.8%-39.0pp | 81.7%-51.9pp | 69.3%-39.5pp |
| Annual return | 17.39% | 23.59%-6.2pp | 122.11%-104.7pp | 318.63%-301.2pp |
| Employer contribution / active EE | $572 | $3,314-82.7% | $5,168-88.9% | $2,565-77.7% |
| Participant deferral / active EE | $319 | $3,424-90.7% | $5,569-94.3% | $3,952-91.9% |
| Admin fee / account holder | $3,411 | $7,215-52.7% | $16,245-79.0% | $6,261-45.5% |