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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 | $35,815 | $105,145-65.9% | $94,664-62.2% | $139,466-74.3% |
| Participation rate | 38.1% | 82.4%-44.3pp | 80.8%-42.7pp | 80.3%-42.2pp |
| Annual return | 15.46% | 38.09%-22.6pp | 156.84%-141.4pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $956 | $7,599-87.4% | $7,417-87.1% | $6,712-85.8% |
| Admin fee / account holder | $361 | $8,972-96.0% | $7,222-95.0% | $11,409-96.8% |