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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 | $56,640 | $110,629-48.8% | $80,784-29.9% | $167,553-66.2% |
| Participation rate | 43.8% | 64.0%-20.2pp | 54.2%-10.4pp | 82.1%-38.4pp |
| Annual return | 14.37% | 120.58%-106.2pp | 87.31%-72.9pp | 478.89%-464.5pp |
| Employer contribution / active EE | $4 | $1,543-99.8% | $1,160-99.7% | $4,840-99.9% |
| Participant deferral / active EE | $9 | $2,871-99.7% | $2,145-99.6% | $6,343-99.9% |
| Admin fee / account holder | $2,776 | $4,547-39.0% | $3,380-17.9% | $12,316-77.5% |