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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 | $15,574 | $102,638-84.8% | $81,982-81.0% | $158,982-90.2% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.3%-5.0pp | 82.0%-17.7pp |
| Annual return | 9.33% | 61.05%-51.7pp | 41.31%-32.0pp | 302.99%-293.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $420 | $4,649-91.0% | $3,722-88.7% | $5,983-93.0% |
| Admin fee / account holder | $2,269 | $8,237-72.5% | $5,665-60.0% | $11,252-79.8% |