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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 | $30,730 | $69,708-55.9% | $67,560-54.5% | $74,478-58.7% |
| Participation rate | 37.2% | 71.4%-34.2pp | 72.9%-35.8pp | 67.2%-30.0pp |
| Annual return | 23.48% | -40.67%+64.1pp | 3533.50%-3510.0pp | 1370.56%-1347.1pp |
| Employer contribution / active EE | $1,797 | $2,715-33.8% | $2,737-34.3% | $2,626-31.6% |
| Participant deferral / active EE | $912 | $3,637-74.9% | $4,004-77.2% | $4,350-79.0% |
| Admin fee / account holder | $2,117 | $887+138.7% | $3,994-47.0% | $1,946+8.8% |