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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 | $32,472 | $81,504-60.2% | $102,437-68.3% | $80,959-59.9% |
| Participation rate | 7.3% | 66.9%-59.6pp | 74.5%-67.2pp | 67.7%-60.4pp |
| Annual return | 5850.61% | 25.60%+5825.0pp | 24.95%+5825.7pp | 35.67%+5814.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $145 | $3,871-96.3% | $5,060-97.1% | $4,300-96.6% |
| Admin fee / account holder | $1,503 | $6,719-77.6% | $8,388-82.1% | $6,925-78.3% |