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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 | $120,622 | $102,385+17.8% | $147,080-18.0% | $80,935+49.0% |
| Participation rate | 17.9% | 75.9%-58.0pp | 82.2%-64.3pp | 67.7%-49.8pp |
| Annual return | 12.20% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,452 | $6,651-78.2% | $8,066-82.0% | $4,299-66.2% |
| Admin fee / account holder | $605 | $7,951-92.4% | $12,989-95.3% | $6,924-91.3% |