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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 | $32,942 | $57,590-42.8% | $86,233-61.8% | $82,448-60.0% |
| Participation rate | 24.0% | 57.9%-33.9pp | 69.0%-45.0pp | 68.1%-44.1pp |
| Annual return | 192.20% | 22.41%+169.8pp | 61.39%+130.8pp | 41.64%+150.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $496 | $3,080-83.9% | $4,559-89.1% | $4,139-88.0% |
| Admin fee / account holder | $584 | $4,730-87.7% | $8,342-93.0% | $7,234-91.9% |