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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 | $117,499 | $171,492-31.5% | $150,734-22.0% | $198,609-40.8% |
| Participation rate | 36.8% | 81.4%-44.6pp | 78.4%-41.6pp | 82.4%-45.5pp |
| Annual return | 7.65% | 804.70%-797.1pp | 600.81%-593.2pp | 202.70%-195.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,519 | $6,259-59.8% | $5,610-55.1% | $6,977-63.9% |
| Admin fee / account holder | $1,347 | $17,628-92.4% | $14,905-91.0% | $19,030-92.9% |