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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 | $136,839 | $117,895+16.1% | $102,460+33.6% | $145,897-6.2% |
| Participation rate | 12.5% | 78.6%-66.1pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 13.13% | 31.92%-18.8pp | 29.47%-16.3pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $568 | $5,736-90.1% | $5,056-88.8% | $6,689-91.5% |
| Admin fee / account holder | $19,219 | $13,353+43.9% | $9,460+103.2% | $13,390+43.5% |