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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 | $30,898 | $93,598-67.0% | $135,974-77.3% | $75,173-58.9% |
| Participation rate | 37.7% | 75.2%-37.5pp | 81.9%-44.2pp | 67.2%-29.5pp |
| Annual return | 65.80% | 30.89%+34.9pp | 68.30%-2.5pp | 160.72%-94.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,209 | $6,405-81.1% | $7,760-84.4% | $4,126-70.7% |
| Admin fee / account holder | $1,155 | $6,978-83.4% | $10,767-89.3% | $5,651-79.6% |