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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 | $45,805 | $102,422-55.3% | $147,117-68.9% | $80,959-43.4% |
| Participation rate | 23.7% | 75.9%-52.2pp | 82.2%-58.5pp | 67.7%-44.0pp |
| Annual return | 12.22% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,979 | $6,652-70.3% | $8,065-75.5% | $4,300-54.0% |
| Admin fee / account holder | $1,702 | $7,953-78.6% | $12,993-86.9% | $6,925-75.4% |