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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 | $101,591-58.0% | $147,096-71.0% | $74,429-42.6% |
| Participation rate | 11.9% | 75.5%-63.7pp | 82.2%-70.3pp | 67.2%-55.3pp |
| Annual return | 16.38% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $820 | $7,302-88.8% | $8,071-89.8% | $4,348-81.1% |
| Admin fee / account holder | $8,882 | $1,750+407.5% | $13,005-31.7% | $1,944+356.8% |