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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 | $55,863 | $106,008-47.3% | $92,240-39.4% | $147,586-62.1% |
| Participation rate | 38.9% | 80.4%-41.5pp | 76.5%-37.6pp | 82.8%-43.9pp |
| Annual return | 17.83% | 50.05%-32.2pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $762 | $4,333-82.4% | $3,680-79.3% | $4,876-84.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,915 | $6,333-54.0% | $5,194-43.9% | $10,886-73.2% |