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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 | $52,895 | $102,422-48.4% | $147,117-64.0% | $80,959-34.7% |
| Participation rate | 10.0% | 75.9%-65.9pp | 82.2%-72.2pp | 67.7%-57.7pp |
| Annual return | 19.11% | 135.16%-116.0pp | 420.54%-401.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,231 | $6,652-81.5% | $8,065-84.7% | $4,300-71.4% |
| Admin fee / account holder | $880 | $7,953-88.9% | $12,993-93.2% | $6,925-87.3% |