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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 | $74,530 | $81,664-8.7% | $70,476+5.8% | $158,966-53.1% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.1%-39.8pp | 82.0%-46.7pp |
| Annual return | 9.70% | 208.59%-198.9pp | 109.12%-99.4pp | 302.95%-293.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $36 | $4,556-99.2% | $3,710-99.0% | $5,983-99.4% |
| Admin fee / account holder | $6,548 | $6,197+5.7% | $3,847+70.2% | $11,250-41.8% |