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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 | $80,313 | $78,607+2.2% | $105,624-24.0% | $74,478+7.8% |
| Participation rate | 33.2% | 72.8%-39.6pp | 75.3%-42.1pp | 67.2%-34.1pp |
| Annual return | 14.17% | 15.96%-1.8pp | 116.20%-102.0pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,281 | $4,325-70.4% | $5,013-74.4% | $4,350-70.5% |
| Admin fee / account holder | $7,818 | $2,220+252.2% | $10,961-28.7% | $1,946+301.8% |