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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 | $28,042 | $102,385-72.6% | $147,080-80.9% | $80,935-65.4% |
| Participation rate | 21.6% | 75.9%-54.2pp | 82.2%-60.6pp | 67.7%-46.0pp |
| Annual return | 12.91% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,293 | $6,651-65.5% | $8,066-71.6% | $4,299-46.7% |
| Admin fee / account holder | $1,309 | $7,951-83.5% | $12,989-89.9% | $6,924-81.1% |