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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 | $135,046 | $125,778+7.4% | $114,563+17.9% | $154,746-12.7% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.9%-36.5pp | 80.7%-44.3pp |
| Annual return | 10.11% | 295.14%-285.0pp | 241.09%-231.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $386 | $4,445-91.3% | $4,142-90.7% | $6,730-94.3% |
| Admin fee / account holder | $4,636 | $8,190-43.4% | $7,623-39.2% | $14,365-67.7% |