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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 | $29,278 | $102,429-71.4% | $147,096-80.1% | $80,925-63.8% |
| Participation rate | 35.4% | 75.9%-40.5pp | 82.2%-46.8pp | 67.7%-32.3pp |
| Annual return | 12.69% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,955 | $6,649-70.6% | $8,071-75.8% | $4,299-54.5% |
| Admin fee / account holder | $1,179 | $7,957-85.2% | $13,005-90.9% | $6,940-83.0% |