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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 | $41,404 | $90,530-54.3% | $76,030-45.5% | $145,897-71.6% |
| Participation rate | 52.4% | 74.4%-22.1pp | 69.1%-16.7pp | 80.3%-27.9pp |
| Annual return | 18.44% | 625.08%-606.6pp | 361.54%-343.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $983 | $5,164-81.0% | $4,257-76.9% | $6,689-85.3% |
| Admin fee / account holder | $573 | $8,383-93.2% | $6,421-91.1% | $13,390-95.7% |