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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 | $84,636 | $63,346+33.6% | $92,240-8.2% | $70,126+20.7% |
| Participation rate | 26.9% | 68.7%-41.7pp | 76.5%-49.6pp | 69.5%-42.6pp |
| Annual return | 14.03% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $598 | $2,854-79.1% | $3,897-84.7% | $3,332-82.1% |
| Admin fee / account holder | $560 | $3,841-85.4% | $5,194-89.2% | $4,645-87.9% |