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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 | $26,310 | $72,446-63.7% | $67,561-61.1% | $145,877-82.0% |
| Participation rate | 11.1% | 76.9%-65.8pp | 72.9%-61.8pp | 80.3%-69.2pp |
| Annual return | 17.68% | 7211.98%-7194.3pp | 3525.44%-3507.8pp | 551.28%-533.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $541 | $4,785-88.7% | $4,003-86.5% | $6,691-91.9% |
| Admin fee / account holder | $7,107 | $5,541+28.3% | $4,006+77.4% | $13,402-47.0% |