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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 | $74,355 | $154,209-51.8% | $130,062-42.8% | $139,487-46.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 19.52% | 32.52%-13.0pp | -137.37%+156.9pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,198 | $5,292-58.5% | $4,322-49.1% | $4,755-53.8% |
| Participant deferral / active EE | $1,582 | $6,709-76.4% | $5,821-72.8% | $6,713-76.4% |
| Admin fee / account holder | $14,254 | $13,988+1.9% | $10,601+34.5% | $11,407+25.0% |