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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 | $31,003 | $80,753-61.6% | $136,298-77.3% | $62,293-50.2% |
| Participation rate | 17.3% | 73.5%-56.3pp | 81.9%-64.6pp | 69.5%-52.2pp |
| Annual return | 21.83% | 35.83%-14.0pp | 5156.27%-5134.4pp | 28.90%-7.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,677 | $5,164-67.5% | $6,247-73.2% | $3,169-47.1% |
| Admin fee / account holder | $712 | $525+35.6% | $9,244-92.3% | $479+48.6% |