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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 | $127,395 | $80,812+57.6% | $160,784-20.8% | $82,448+54.5% |
| Participation rate | 23.2% | 66.2%-43.0pp | 77.0%-53.8pp | 68.1%-44.9pp |
| Annual return | 16.95% | 100.59%-83.6pp | 1803.92%-1787.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,102 | $4,335-74.6% | $6,293-82.5% | $4,139-73.4% |
| Admin fee / account holder | $1,965 | $7,695-74.5% | $9,717-79.8% | $7,234-72.8% |