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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 | $30,343 | $53,063-42.8% | $124,206-75.6% | $82,637-63.3% |
| Participation rate | 5.6% | 58.4%-52.9pp | 69.6%-64.0pp | 68.1%-62.5pp |
| Annual return | 16.84% | 68.87%-52.0pp | 515.27%-498.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $430 | $2,644-83.7% | $3,968-89.2% | $4,126-89.6% |
| Admin fee / account holder | $5,925 | $4,281+38.4% | $5,929-0.1% | $7,339-19.3% |