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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 | $18,910 | $57,305-67.0% | $86,640-78.2% | $75,173-74.8% |
| Participation rate | 17.5% | 63.2%-45.7pp | 71.7%-54.2pp | 67.2%-49.7pp |
| Annual return | 34.22% | 2674.24%-2640.0pp | 592.52%-558.3pp | 160.72%-126.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $704 | $3,320-78.8% | $4,438-84.1% | $4,126-83.0% |
| Admin fee / account holder | $2,812 | $4,116-31.7% | $5,616-49.9% | $5,651-50.2% |