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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 | $32,931 | $53,837-38.8% | $75,717-56.5% | $85,856-61.6% |
| Participation rate | 19.8% | 69.1%-49.3pp | 74.8%-55.1pp | 69.3%-49.6pp |
| Annual return | 36.55% | 24.54%+12.0pp | 104.58%-68.0pp | 318.58%-282.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $589 | $2,895-79.7% | $3,821-84.6% | $3,952-85.1% |
| Admin fee / account holder | $2,592 | $3,341-22.4% | $3,619-28.4% | $6,261-58.6% |