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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 | $48,155 | $63,346-24.0% | $92,240-47.8% | $70,126-31.3% |
| Participation rate | 26.2% | 68.7%-42.5pp | 76.5%-50.3pp | 69.5%-43.3pp |
| Annual return | 15.82% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $321 | $2,854-88.8% | $3,897-91.8% | $3,332-90.4% |
| Admin fee / account holder | $1,750 | $3,841-54.4% | $5,194-66.3% | $4,645-62.3% |