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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 | $40,328 | $97,550-58.7% | $120,344-66.5% | $87,485-53.9% |
| Participation rate | 19.2% | 72.8%-53.6pp | 76.7%-57.5pp | 68.9%-49.7pp |
| Annual return | 265.05% | 18.41%+246.6pp | 20.30%+244.7pp | 26.06%+239.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $907 | $4,230-78.6% | $5,135-82.3% | $4,274-78.8% |
| Admin fee / account holder | $734 | $9,543-92.3% | $12,742-94.2% | $7,775-90.6% |