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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 | $35,134 | $80,753-56.5% | $136,298-74.2% | $62,293-43.6% |
| Participation rate | 19.0% | 73.5%-54.6pp | 81.9%-63.0pp | 69.5%-50.6pp |
| Annual return | 20.19% | 35.83%-15.6pp | 5156.27%-5136.1pp | 28.90%-8.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $461 | $5,164-91.1% | $6,247-92.6% | $3,169-85.5% |
| Admin fee / account holder | $408 | $525-22.4% | $9,244-95.6% | $479-14.9% |