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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 | $36,541 | $102,385-64.3% | $147,080-75.2% | $80,935-54.9% |
| Participation rate | 33.8% | 75.9%-42.0pp | 82.2%-48.4pp | 67.7%-33.8pp |
| Annual return | 19.35% | 135.09%-115.7pp | 420.17%-400.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,639 | $6,651-75.4% | $8,066-79.7% | $4,299-61.9% |
| Admin fee / account holder | $1,150 | $7,951-85.5% | $12,989-91.1% | $6,924-83.4% |