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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 | $42,432 | $100,060-57.6% | $149,721-71.7% | $70,126-39.5% |
| Participation rate | 24.4% | 83.6%-59.1pp | 87.1%-62.6pp | 69.5%-45.1pp |
| Annual return | 13.92% | 27.46%-13.5pp | 1501.67%-1487.8pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $905 | $4,982-81.8% | $6,568-86.2% | $3,332-72.8% |
| Admin fee / account holder | $726 | $8,285-91.2% | $11,282-93.6% | $4,645-84.4% |