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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 | $83,732 | $152,612-45.1% | $125,192-33.1% | $152,897-45.2% |
| Participation rate | 25.0% | 83.3%-58.3pp | 79.8%-54.8pp | 82.5%-57.5pp |
| Annual return | 21.07% | 54.85%-33.8pp | 43.79%-22.7pp | 345.43%-324.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $768 | $5,868-86.9% | $4,937-84.4% | $5,851-86.9% |
| Admin fee / account holder | $3,018 | $13,437-77.5% | $9,704-68.9% | $11,599-74.0% |