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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 | $60,396 | $85,766-29.6% | $136,298-55.7% | $70,126-13.9% |
| Participation rate | 27.3% | 74.2%-46.9pp | 81.9%-54.6pp | 69.5%-42.3pp |
| Annual return | 18.12% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,373 | $5,051-72.8% | $6,247-78.0% | $3,332-58.8% |
| Admin fee / account holder | $546 | $5,421-89.9% | $9,244-94.1% | $4,645-88.2% |