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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 | $21,160 | $115,810-81.7% | $101,271-79.1% | $158,966-86.7% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 9.22% | 56.15%-46.9pp | 46.48%-37.3pp | 302.95%-293.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $971 | $4,958-80.4% | $4,371-77.8% | $5,983-83.8% |
| Admin fee / account holder | $1,346 | $7,248-81.4% | $5,948-77.4% | $11,250-88.0% |