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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 | $45,415 | $53,165-14.6% | $86,235-47.3% | $74,473-39.0% |
| Participation rate | 5.1% | 64.9%-59.8pp | 69.0%-63.9pp | 70.7%-65.7pp |
| Annual return | 29.75% | 22.64%+7.1pp | 1170.03%-1140.3pp | 34.36%-4.6pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $442 | $3,234-86.3% | $3,987-88.9% | $4,530-90.2% |
| Admin fee / account holder | $9,055 | $551+1542.2% | $6,856+32.1% | $347+2509.3% |