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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 | $32,848 | $112,915-70.9% | $90,965-63.9% | $158,950-79.3% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 8.79% | 215.75%-207.0pp | 134.57%-125.8pp | 302.91%-294.1pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $837 | $4,128-79.7% | $3,373-75.2% | $5,983-86.0% |
| Admin fee / account holder | $4,256 | $8,044-47.1% | $5,960-28.6% | $11,248-62.2% |