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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 | $35,949 | $60,139-40.2% | $90,461-60.3% | $79,856-55.0% |
| Participation rate | 18.8% | 65.0%-46.2pp | 72.7%-53.9pp | 69.6%-50.9pp |
| Annual return | 15.02% | 71.96%-56.9pp | 1294.76%-1279.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $513 | $2,939-82.6% | $3,964-87.1% | $3,741-86.3% |
| Admin fee / account holder | $400 | $3,978-90.0% | $5,617-92.9% | $5,306-92.5% |