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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 | $41,458 | $106,005-60.9% | $92,239-55.1% | $147,585-71.9% |
| Participation rate | 54.2% | 80.4%-26.2pp | 76.5%-22.3pp | 82.8%-28.7pp |
| Annual return | 17.12% | 50.05%-32.9pp | 176.29%-159.2pp | 578.58%-561.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,077 | $4,478-75.9% | $3,897-72.4% | $5,439-80.2% |
| Admin fee / account holder | $2,736 | $6,333-56.8% | $5,194-47.3% | $10,886-74.9% |