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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 | $34,413 | $85,766-59.9% | $136,297-74.8% | $70,124-50.9% |
| Participation rate | 39.1% | 74.2%-35.0pp | 81.9%-42.8pp | 69.5%-30.4pp |
| Annual return | 14.70% | 31.45%-16.8pp | 5156.19%-5141.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,463 | $5,051-71.0% | $6,247-76.6% | $3,332-56.1% |
| Admin fee / account holder | $1,817 | $5,420-66.5% | $9,244-80.3% | $4,645-60.9% |