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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 | $29,295 | $52,353-44.0% | $120,225-75.6% | $82,448-64.5% |
| Participation rate | 17.9% | 58.3%-40.4pp | 69.6%-51.6pp | 68.1%-50.1pp |
| Annual return | 13.36% | 61.85%-48.5pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $643 | $2,627-75.5% | $3,999-83.9% | $4,139-84.5% |
| Admin fee / account holder | $2,046 | $4,363-53.1% | $5,696-64.1% | $7,234-71.7% |