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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 | $52,813 | $102,385-48.4% | $147,080-64.1% | $80,935-34.7% |
| Participation rate | 48.0% | 75.9%-27.9pp | 82.2%-34.2pp | 67.7%-19.7pp |
| Annual return | 14.10% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,720 | $6,651-74.1% | $8,066-78.7% | $4,299-60.0% |
| Admin fee / account holder | $444 | $7,951-94.4% | $12,989-96.6% | $6,924-93.6% |