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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 | $33,961 | $102,385-66.8% | $147,080-76.9% | $80,935-58.0% |
| Participation rate | 17.9% | 75.9%-58.0pp | 82.2%-64.3pp | 67.7%-49.8pp |
| Annual return | 12.46% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $259 | $6,651-96.1% | $8,066-96.8% | $4,299-94.0% |
| Admin fee / account holder | $1,180 | $7,951-85.2% | $12,989-90.9% | $6,924-83.0% |