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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 | $51,099 | $49,897+2.4% | $80,648-36.6% | $75,177-32.0% |
| Participation rate | 7.9% | 55.3%-47.4pp | 67.0%-59.1pp | 67.2%-59.3pp |
| Annual return | 28.46% | 34.68%-6.2pp | 937.21%-908.8pp | 160.75%-132.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $467 | $2,992-84.4% | $4,443-89.5% | $4,126-88.7% |
| Admin fee / account holder | $3,426 | $3,579-4.3% | $5,382-36.3% | $5,651-39.4% |