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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 | $59,668 | $77,145-22.7% | $108,410-45.0% | $85,856-30.5% |
| Participation rate | 30.9% | 74.7%-43.8pp | 80.1%-49.2pp | 69.3%-38.4pp |
| Annual return | 15.63% | 44.54%-28.9pp | 905.34%-889.7pp | 318.58%-303.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,661 | $5,566-70.2% | $6,562-74.7% | $3,952-58.0% |
| Admin fee / account holder | $2,120 | $5,172-59.0% | $7,296-70.9% | $6,261-66.1% |