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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 | $31,419 | $85,171-63.1% | $172,752-81.8% | $72,975-56.9% |
| Participation rate | 14.0% | 70.1%-56.1pp | 82.6%-68.7pp | 69.5%-55.5pp |
| Annual return | 19.59% | 27.32%-7.7pp | 802.97%-783.4pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $427 | $3,260-86.9% | $5,198-91.8% | $3,608-88.2% |
| Admin fee / account holder | $4,182 | $5,880-28.9% | $13,955-70.0% | $5,124-18.4% |