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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 | $42,703 | $101,653-58.0% | $147,080-71.0% | $74,459-42.6% |
| Participation rate | 11.9% | 75.6%-63.7pp | 82.2%-70.3pp | 67.2%-55.3pp |
| Annual return | 16.38% | 8754.98%-8738.6pp | 420.17%-403.8pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $820 | $7,304-88.8% | $8,066-89.8% | $4,350-81.1% |
| Admin fee / account holder | $8,882 | $1,752+407.1% | $12,989-31.6% | $1,945+356.7% |