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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 | $63,155 | $137,414-54.0% | $189,537-66.7% | $85,847-26.4% |
| Participation rate | 29.2% | 84.6%-55.4pp | 87.8%-58.6pp | 69.3%-40.2pp |
| Annual return | 13.53% | 38.14%-24.6pp | 555.34%-541.8pp | 318.61%-305.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,935 | $6,260-69.1% | $8,220-76.5% | $3,952-51.1% |
| Admin fee / account holder | $2,549 | $8,630-70.5% | $12,048-78.8% | $6,261-59.3% |