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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 | $76,019 | $102,429-25.8% | $147,096-48.3% | $80,925-6.1% |
| Participation rate | 17.4% | 75.9%-58.5pp | 82.2%-64.8pp | 67.7%-50.3pp |
| Annual return | 14.26% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $787 | $6,649-88.2% | $8,071-90.2% | $4,299-81.7% |
| Admin fee / account holder | $377 | $7,957-95.3% | $13,005-97.1% | $6,940-94.6% |