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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 | $27,778 | $65,555-57.6% | $86,216-67.8% | $75,173-63.0% |
| Participation rate | 29.6% | 60.5%-30.9pp | 69.0%-39.3pp | 67.2%-37.6pp |
| Annual return | 14.01% | 46.07%-32.1pp | 1169.42%-1155.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $482 | $3,023-84.1% | $3,986-87.9% | $4,126-88.3% |
| Admin fee / account holder | $983 | $5,469-82.0% | $6,853-85.7% | $5,651-82.6% |