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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 | $55,840 | $85,766-34.9% | $136,298-59.0% | $70,126-20.4% |
| Participation rate | 26.2% | 74.2%-47.9pp | 81.9%-55.7pp | 69.5%-43.3pp |
| Annual return | 15.68% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,957 | $5,051-61.3% | $6,247-68.7% | $3,332-41.3% |
| Admin fee / account holder | $878 | $5,421-83.8% | $9,244-90.5% | $4,645-81.1% |