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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 | $25,318 | $60,139-57.9% | $90,461-72.0% | $79,856-68.3% |
| Participation rate | 17.1% | 65.0%-47.8pp | 72.7%-55.5pp | 69.6%-52.5pp |
| Annual return | 32.90% | 71.96%-39.1pp | 1294.76%-1261.9pp | 31.71%+1.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $571 | $2,939-80.6% | $3,964-85.6% | $3,741-84.7% |
| Admin fee / account holder | $636 | $3,978-84.0% | $5,617-88.7% | $5,306-88.0% |