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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 | $33,705 | $77,449-56.5% | $69,483-51.5% | $152,909-78.0% |
| Participation rate | 18.2% | 78.1%-59.9pp | 74.6%-56.4pp | 82.5%-64.3pp |
| Annual return | 23.28% | 39.09%-15.8pp | 28.99%-5.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $231 | $4,415-94.8% | $3,537-93.5% | $5,851-96.1% |
| Admin fee / account holder | $511 | $6,210-91.8% | $3,841-86.7% | $11,601-95.6% |