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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 | $62,105 | $85,766-27.6% | $136,298-54.4% | $70,126-11.4% |
| Participation rate | 24.4% | 74.2%-49.7pp | 81.9%-57.5pp | 69.5%-45.1pp |
| Annual return | 21.75% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,512 | $5,051-70.1% | $6,247-75.8% | $3,332-54.6% |
| Admin fee / account holder | $570 | $5,421-89.5% | $9,244-93.8% | $4,645-87.7% |