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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 | $32,454 | $85,766-62.2% | $136,297-76.2% | $70,131-53.7% |
| Participation rate | 29.0% | 74.2%-45.1pp | 81.9%-52.9pp | 69.5%-40.5pp |
| Annual return | 16.18% | 31.45%-15.3pp | 5156.16%-5140.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $728 | $5,051-85.6% | $6,247-88.4% | $3,332-78.2% |
| Admin fee / account holder | $439 | $5,420-91.9% | $9,244-95.3% | $4,645-90.6% |