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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 | $27,033 | $74,661-63.8% | $160,784-83.2% | $67,986-60.2% |
| Participation rate | 16.1% | 57.1%-41.1pp | 77.0%-60.9pp | 57.2%-41.1pp |
| Annual return | 18.66% | 28.83%-10.2pp | 1803.92%-1785.3pp | 31.67%-13.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $591 | $3,681-83.9% | $6,293-90.6% | $3,358-82.4% |
| Admin fee / account holder | $1,396 | $3,959-64.7% | $9,717-85.6% | $3,203-56.4% |