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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 | $36,883 | $65,555-43.7% | $86,216-57.2% | $75,173-50.9% |
| Participation rate | 24.6% | 60.5%-35.9pp | 69.0%-44.4pp | 67.2%-42.6pp |
| Annual return | 15.99% | 46.07%-30.1pp | 1169.42%-1153.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $365 | $3,023-87.9% | $3,986-90.8% | $4,126-91.2% |
| Admin fee / account holder | $751 | $5,469-86.3% | $6,853-89.0% | $5,651-86.7% |