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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 | $35,433 | $100,938-64.9% | $90,461-60.8% | $158,982-77.7% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.7%-20.1pp | 82.0%-29.3pp |
| Annual return | 11.75% | 1727.20%-1715.5pp | 1294.76%-1283.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $621 | $4,350-85.7% | $3,964-84.3% | $5,983-89.6% |
| Admin fee / account holder | $579 | $6,510-91.1% | $5,617-89.7% | $11,252-94.9% |