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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 | $51,039 | $56,116-9.0% | $135,768-62.4% | $86,983-41.3% |
| Participation rate | 4.5% | 60.1%-55.7pp | 71.1%-66.6pp | 69.5%-65.1pp |
| Annual return | 12.68% | 125.33%-112.6pp | 526.10%-513.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $420 | $2,690-84.4% | $3,977-89.4% | $4,194-90.0% |
| Admin fee / account holder | $1,073 | $4,314-75.1% | $7,048-84.8% | $7,856-86.3% |