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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 | $24,055 | $77,157-68.8% | $108,405-77.8% | $85,851-72.0% |
| Participation rate | 23.3% | 74.7%-51.3pp | 80.1%-56.8pp | 69.3%-46.0pp |
| Annual return | 15.23% | 44.55%-29.3pp | 905.55%-890.3pp | 318.63%-303.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $988 | $5,567-82.3% | $6,563-85.0% | $3,952-75.0% |
| Admin fee / account holder | $2,114 | $5,174-59.1% | $7,297-71.0% | $6,261-66.2% |