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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 | $58,516 | $86,288-32.2% | $111,306-47.4% | $85,851-31.8% |
| Participation rate | 18.2% | 73.3%-55.2pp | 77.3%-59.1pp | 69.3%-51.1pp |
| Annual return | 49.14% | 19.99%+29.2pp | 54.67%-5.5pp | 318.63%-269.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $810 | $3,641-77.7% | $4,488-81.9% | $3,952-79.5% |
| Admin fee / account holder | $8,931 | $8,189+9.1% | $7,966+12.1% | $6,261+42.7% |