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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 | $58,139 | $89,739-35.2% | $149,721-61.2% | $62,293-6.7% |
| Participation rate | 43.8% | 85.1%-41.4pp | 87.1%-43.3pp | 69.5%-25.8pp |
| Annual return | 14.97% | 21.01%-6.0pp | 1501.67%-1486.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $999 | $4,797-79.2% | $6,568-84.8% | $3,169-68.5% |
| Admin fee / account holder | $1,399 | $551+153.7% | $11,282-87.6% | $479+191.8% |