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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 | $44,040 | $111,785-60.6% | $93,669-53.0% | $145,877-69.8% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 12.30% | 203.79%-191.5pp | 133.59%-121.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $118 | $4,919-97.6% | $4,416-97.3% | $6,691-98.2% |
| Admin fee / account holder | $2,874 | $10,256-72.0% | $8,291-65.3% | $13,402-78.6% |