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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 | $34,250 | $65,566-47.8% | $86,235-60.3% | $75,177-54.4% |
| Participation rate | 6.1% | 60.5%-54.4pp | 69.0%-62.9pp | 67.2%-61.1pp |
| Annual return | 23.47% | 46.07%-22.6pp | 1170.03%-1146.6pp | 160.75%-137.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $925 | $3,023-69.4% | $3,987-76.8% | $4,126-77.6% |
| Admin fee / account holder | $313 | $5,470-94.3% | $6,856-95.4% | $5,651-94.5% |