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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 | $39,129 | $92,224-57.6% | $105,223-62.8% | $79,634-50.9% |
| Participation rate | 14.6% | 69.2%-54.6pp | 75.0%-60.5pp | 62.5%-47.9pp |
| Annual return | 17.72% | 88.65%-70.9pp | 180.65%-162.9pp | 36.46%-18.7pp |
| Employer contribution / active EE | $0 | $3,965-100.0% | $3,689-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,001 | $3,834-73.9% | $5,072-80.3% | $3,835-73.9% |
| Admin fee / account holder | $2,788 | $1,121+148.8% | $8,859-68.5% | $1,002+178.3% |