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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 | $50,937 | $89,370-43.0% | $141,197-63.9% | $72,976-30.2% |
| Participation rate | 29.4% | 75.1%-45.7pp | 82.5%-53.1pp | 69.5%-40.1pp |
| Annual return | 20.41% | 111.88%-91.5pp | 71.41%-51.0pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $555 | $5,419-89.8% | $6,710-91.7% | $3,608-84.6% |
| Admin fee / account holder | $3,527 | $5,957-40.8% | $10,265-65.6% | $5,124-31.2% |