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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 | $48,710 | $123,854-60.7% | $69,623-30.0% | $145,884-66.6% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 10.59% | 192.35%-181.8pp | 101.23%-90.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $167 | $4,242-96.1% | $2,890-94.2% | $6,690-97.5% |
| Admin fee / account holder | $861 | $7,822-89.0% | $4,696-81.7% | $13,392-93.6% |