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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 | $36,511 | $99,652-63.4% | $78,778-53.7% | $147,586-75.3% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 77.34% | 47.28%+30.1pp | 35.62%+41.7pp | 578.59%-501.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $428 | $3,664-88.3% | $2,958-85.5% | $5,439-92.1% |
| Admin fee / account holder | $6,087 | $7,155-14.9% | $5,134+18.6% | $10,886-44.1% |