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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 | $51,355 | $112,933-54.5% | $90,970-43.5% | $158,982-67.7% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 14.01% | 215.82%-201.8pp | 134.60%-120.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $837 | $4,128-79.7% | $3,373-75.2% | $5,983-86.0% |
| Admin fee / account holder | $6,607 | $8,047-17.9% | $5,961+10.8% | $11,252-41.3% |