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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 | $33,013 | $90,691-63.6% | $76,119-56.6% | $145,884-77.4% |
| Participation rate | 21.7% | 74.5%-52.7pp | 69.1%-47.3pp | 80.3%-58.6pp |
| Annual return | 9.61% | 624.52%-614.9pp | 361.25%-351.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $678 | $5,167-86.9% | $4,259-84.1% | $6,690-89.9% |
| Admin fee / account holder | $2,688 | $8,383-67.9% | $6,421-58.1% | $13,392-79.9% |