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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 | $44,126 | $55,470-20.5% | $155,556-71.6% | $74,478-40.8% |
| Participation rate | 13.7% | 61.9%-48.2pp | 78.2%-64.5pp | 67.2%-53.5pp |
| Annual return | 14.65% | 269.80%-255.2pp | 64.84%-50.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $615 | $2,838-78.3% | $5,631-89.1% | $4,350-85.9% |
| Admin fee / account holder | $1,684 | $1,744-3.5% | $15,885-89.4% | $1,946-13.5% |