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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 | $35,110 | $63,346-44.6% | $92,240-61.9% | $70,126-49.9% |
| Participation rate | 45.2% | 68.7%-23.5pp | 76.5%-31.3pp | 69.5%-24.4pp |
| Annual return | 15.99% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,043 | $2,854-63.5% | $3,897-73.2% | $3,332-68.7% |
| Admin fee / account holder | $422 | $3,841-89.0% | $5,194-91.9% | $4,645-90.9% |