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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 | $105,214 | $107,941-2.5% | $91,994+14.4% | $152,897-31.2% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 20.19% | 89.28%-69.1pp | 69.04%-48.9pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $692 | $6,366-89.1% | $5,924-88.3% | $5,851-88.2% |
| Admin fee / account holder | $9,288 | $10,521-11.7% | $7,744+19.9% | $11,599-19.9% |