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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 | $26,990 | $102,382-73.6% | $147,005-81.6% | $80,874-66.6% |
| Participation rate | 12.1% | 75.8%-63.7pp | 82.2%-70.0pp | 67.6%-55.5pp |
| Annual return | 12.14% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $881 | $6,646-86.7% | $8,070-89.1% | $4,297-79.5% |
| Admin fee / account holder | $1,866 | $7,942-76.5% | $13,006-85.7% | $6,935-73.1% |