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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 | $29,268 | $90,691-67.7% | $76,119-61.5% | $145,884-79.9% |
| Participation rate | 29.2% | 74.5%-45.3pp | 69.1%-39.9pp | 80.3%-51.1pp |
| Annual return | 14.34% | 624.52%-610.2pp | 361.25%-346.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $714 | $5,167-86.2% | $4,259-83.2% | $6,690-89.3% |
| Admin fee / account holder | $438 | $8,383-94.8% | $6,421-93.2% | $13,392-96.7% |