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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 | $34,032 | $49,896-31.8% | $80,627-57.8% | $75,173-54.7% |
| Participation rate | 21.2% | 55.3%-34.2pp | 67.0%-45.8pp | 67.2%-46.0pp |
| Annual return | 27.66% | 34.67%-7.0pp | 936.76%-909.1pp | 160.72%-133.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $349 | $2,992-88.3% | $4,443-92.1% | $4,126-91.5% |
| Admin fee / account holder | $668 | $3,578-81.3% | $5,381-87.6% | $5,651-88.2% |