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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 | $51,687 | $118,869-56.5% | $96,575-46.5% | $167,518-69.1% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 10.44% | 50.49%-40.1pp | 37.79%-27.4pp | 478.71%-468.3pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $750 | $4,616-83.8% | $3,849-80.5% | $6,342-88.2% |
| Admin fee / account holder | $1,463 | $8,067-81.9% | $6,182-76.3% | $12,312-88.1% |