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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 | $56,431-48.1% | $130,788-77.6% | $87,485-66.5% |
| Participation rate | 17.9% | 58.9%-41.0pp | 70.1%-52.2pp | 68.9%-51.0pp |
| Annual return | 13.36% | 91.27%-77.9pp | 386.44%-373.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $643 | $2,749-76.6% | $4,137-84.4% | $4,274-84.9% |
| Admin fee / account holder | $2,046 | $4,433-53.9% | $6,673-69.3% | $7,775-73.7% |