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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 | $38,997 | $56,134-30.5% | $96,192-59.5% | $85,851-54.6% |
| Participation rate | 9.0% | 56.7%-47.7pp | 68.4%-59.5pp | 69.3%-60.3pp |
| Annual return | 18.02% | 42.30%-24.3pp | 192.09%-174.1pp | 318.63%-300.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $477 | $2,858-83.3% | $4,351-89.0% | $3,952-87.9% |
| Admin fee / account holder | $3,392 | $3,769-10.0% | $5,539-38.8% | $6,261-45.8% |