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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 | $135,267 | $111,787+21.0% | $93,681+44.4% | $145,978-7.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 14.53% | 203.52%-189.0pp | 133.47%-118.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $930 | $3,093-69.9% | $2,422-61.6% | $4,662-80.0% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62,569 | $10,256+510.1% | $8,290+654.8% | $13,400+366.9% |