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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 | $24,342 | $60,119-59.5% | $90,430-73.1% | $79,858-69.5% |
| Participation rate | 24.2% | 65.0%-40.7pp | 72.7%-48.4pp | 69.6%-45.4pp |
| Annual return | 11.87% | 71.94%-60.1pp | 1293.73%-1281.9pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $548 | $2,938-81.3% | $3,963-86.2% | $3,740-85.3% |
| Admin fee / account holder | $411 | $3,976-89.7% | $5,613-92.7% | $5,306-92.3% |