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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 | $202,113 | $57,352+252.4% | $83,831+141.1% | $64,173+214.9% |
| Participation rate | 12.0% | 68.6%-56.6pp | 76.1%-64.1pp | 69.6%-57.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $311 | $2,993-89.6% | $4,082-92.4% | $3,470-91.0% |
| Admin fee / account holder | $4,013 | $4,046-0.8% | $5,479-26.7% | $4,887-17.9% |