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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 | $31,561 | $25,014+26.2% | $69,623-54.7% | $80,935-61.0% |
| Participation rate | 9.8% | 64.2%-54.4pp | 66.4%-56.6pp | 67.7%-57.9pp |
| Annual return | 103.10% | 19.08%+84.0pp | 101.23%+1.9pp | 35.66%+67.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $465 | $1,840-74.7% | $2,890-83.9% | $4,299-89.2% |
| Admin fee / account holder | $5,084 | $2,491+104.1% | $4,696+8.3% | $6,924-26.6% |