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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 | $71,940 | $78,562-8.4% | $105,608-31.9% | $74,429-3.3% |
| Participation rate | 29.3% | 72.8%-43.5pp | 75.3%-46.0pp | 67.2%-37.9pp |
| Annual return | 12.13% | 15.94%-3.8pp | 116.50%-104.4pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $808 | $4,321-81.3% | $5,010-83.9% | $4,348-81.4% |
| Admin fee / account holder | $11,364 | $2,217+412.7% | $11,028+3.0% | $1,944+484.5% |