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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 | $32,909 | $84,149-60.9% | $76,080-56.7% | $167,536-80.4% |
| Participation rate | 41.7% | 84.9%-43.2pp | 79.4%-37.8pp | 82.1%-40.4pp |
| Annual return | 15.57% | 54.99%-39.4pp | 42.50%-26.9pp | 478.82%-463.2pp |
| Employer contribution / active EE | $0 | $4,618-100.0% | $3,962-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,138 | $5,796-80.4% | $4,905-76.8% | $6,342-82.1% |
| Admin fee / account holder | $432 | $6,410-93.3% | $4,883-91.1% | $12,315-96.5% |