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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 | $38,112 | $63,346-39.8% | $92,240-58.7% | $70,126-45.7% |
| Participation rate | 31.3% | 68.7%-37.4pp | 76.5%-45.2pp | 69.5%-38.3pp |
| Annual return | 13.99% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $688 | $2,854-75.9% | $3,897-82.3% | $3,332-79.4% |
| Admin fee / account holder | $6,111 | $3,841+59.1% | $5,194+17.7% | $4,645+31.6% |