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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 | $48,108 | $85,766-43.9% | $136,298-64.7% | $70,126-31.4% |
| Participation rate | 35.7% | 74.2%-38.4pp | 81.9%-46.2pp | 69.5%-33.8pp |
| Annual return | 15.99% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,005 | $5,051-80.1% | $6,247-83.9% | $3,332-69.8% |
| Admin fee / account holder | $3,269 | $5,421-39.7% | $9,244-64.6% | $4,645-29.6% |