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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 | $91,189 | $152,612-40.2% | $125,192-27.2% | $152,897-40.4% |
| Participation rate | 54.2% | 83.3%-29.2pp | 79.8%-25.6pp | 82.5%-28.3pp |
| Annual return | 21.60% | 54.85%-33.2pp | 43.79%-22.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $660 | $5,868-88.8% | $4,937-86.6% | $5,851-88.7% |
| Admin fee / account holder | $422 | $13,437-96.9% | $9,704-95.6% | $11,599-96.4% |