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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 | $35,393 | $58,391-39.4% | $76,657-53.8% | $72,975-51.5% |
| Participation rate | 19.5% | 67.4%-47.9pp | 72.1%-52.6pp | 69.5%-50.0pp |
| Annual return | 22.18% | 2306.65%-2284.5pp | 1166.74%-1144.6pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $479 | $2,690-82.2% | $3,335-85.6% | $3,608-86.7% |
| Admin fee / account holder | $711 | $4,014-82.3% | $6,423-88.9% | $5,124-86.1% |