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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 | $111,173 | $106,905+4.0% | $84,020+32.3% | $152,885-27.3% |
| Participation rate | 36.8% | 75.2%-38.4pp | 69.0%-32.2pp | 82.5%-45.6pp |
| Annual return | 21.45% | 105.00%-83.5pp | 71.31%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $816 | $4,012-79.7% | $3,239-74.8% | $5,851-86.1% |
| Admin fee / account holder | $1,889 | $8,287-77.2% | $6,101-69.0% | $11,598-83.7% |