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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 | $68,441 | $129,737-47.2% | $119,126-42.5% | $154,746-55.8% |
| Participation rate | 9.1% | 78.9%-69.8pp | 75.8%-66.7pp | 80.7%-71.6pp |
| Annual return | 18.55% | 379.08%-360.5pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,177 | $5,842-79.8% | $5,318-77.9% | $6,730-82.5% |
| Admin fee / account holder | $522 | $11,961-95.6% | $10,693-95.1% | $14,365-96.4% |