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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 | $58,140 | $45,123+28.8% | $85,240-31.8% | $74,478-21.9% |
| Participation rate | 39.2% | 49.4%-10.1pp | 67.5%-28.3pp | 67.2%-28.0pp |
| Annual return | 0.00% | 26.32%-26.3pp | 66.75%-66.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $309 | $1,459-78.8% | $2,735-88.7% | $2,626-88.2% |
| Participant deferral / active EE | $385 | $2,736-85.9% | $4,527-91.5% | $4,350-91.2% |
| Admin fee / account holder | $1,101 | $2,215-50.3% | $6,165-82.1% | $1,946-43.4% |