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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 | $32,194 | $85,766-62.5% | $136,298-76.4% | $70,126-54.1% |
| Participation rate | 27.3% | 74.2%-46.9pp | 81.9%-54.6pp | 69.5%-42.3pp |
| Annual return | 21.82% | 31.46%-9.6pp | 5156.27%-5134.5pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $983 | $5,051-80.5% | $6,247-84.3% | $3,332-70.5% |
| Admin fee / account holder | $411 | $5,421-92.4% | $9,244-95.6% | $4,645-91.2% |