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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 | $62,433 | $74,661-16.4% | $160,784-61.2% | $67,986-8.2% |
| Participation rate | 9.7% | 57.1%-47.4pp | 77.0%-67.2pp | 57.2%-47.5pp |
| Annual return | 34.53% | 28.83%+5.7pp | 1803.92%-1769.4pp | 31.67%+2.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $871 | $3,681-76.3% | $6,293-86.2% | $3,358-74.1% |
| Admin fee / account holder | $2,341 | $3,959-40.9% | $9,717-75.9% | $3,203-26.9% |