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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 | $32,687 | $78,707-58.5% | $117,861-72.3% | $70,126-53.4% |
| Participation rate | 47.4% | 73.2%-25.8pp | 79.7%-32.3pp | 69.5%-22.2pp |
| Annual return | 36.36% | 23.30%+13.1pp | 335.11%-298.7pp | 73.15%-36.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $801 | $3,297-75.7% | $4,482-82.1% | $3,332-76.0% |
| Admin fee / account holder | $972 | $5,066-80.8% | $8,021-87.9% | $4,645-79.1% |