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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 | $53,455 | $100,060-46.6% | $149,721-64.3% | $70,126-23.8% |
| Participation rate | 30.2% | 83.6%-53.3pp | 87.1%-56.8pp | 69.5%-39.3pp |
| Annual return | 17.50% | 27.46%-10.0pp | 1501.67%-1484.2pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,023 | $4,982-59.4% | $6,568-69.2% | $3,332-39.3% |
| Admin fee / account holder | $552 | $8,285-93.3% | $11,282-95.1% | $4,645-88.1% |