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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 | $41,977 | $58,391-28.1% | $76,657-45.2% | $72,975-42.5% |
| Participation rate | 34.4% | 67.4%-33.0pp | 72.1%-37.7pp | 69.5%-35.1pp |
| Annual return | 20.81% | 2306.65%-2285.8pp | 1166.74%-1145.9pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $593 | $2,690-78.0% | $3,335-82.2% | $3,608-83.6% |
| Admin fee / account holder | $1,810 | $4,014-54.9% | $6,423-71.8% | $5,124-64.7% |