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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 | $64,886 | $85,766-24.3% | $136,298-52.4% | $70,126-7.5% |
| Participation rate | 42.4% | 74.2%-31.7pp | 81.9%-39.5pp | 69.5%-27.1pp |
| Annual return | 17.63% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,986 | $5,051-60.7% | $6,247-68.2% | $3,332-40.4% |
| Admin fee / account holder | $11,968 | $5,421+120.8% | $9,244+29.5% | $4,645+157.6% |