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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 | $143,860 | $112,935+27.4% | $90,970+58.1% | $158,966-9.5% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 17.39% | 215.79%-198.4pp | 134.58%-117.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $749 | $4,129-81.9% | $3,373-77.8% | $5,983-87.5% |
| Admin fee / account holder | $4,657 | $8,045-42.1% | $5,960-21.9% | $11,250-58.6% |