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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 | $68,116 | $117,846-42.2% | $102,434-33.5% | $145,884-53.3% |
| Participation rate | 10.0% | 78.6%-68.6pp | 76.5%-66.5pp | 80.3%-70.3pp |
| Annual return | 11.64% | 31.90%-20.3pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $543 | $5,733-90.5% | $5,055-89.3% | $6,690-91.9% |
| Admin fee / account holder | $4,734 | $13,356-64.6% | $9,462-50.0% | $13,392-64.7% |