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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 | $17,590 | $129,737-86.4% | $119,126-85.2% | $154,746-88.6% |
| Participation rate | 34.8% | 78.9%-44.1pp | 75.8%-41.0pp | 80.7%-45.9pp |
| Annual return | 199.10% | 379.08%-180.0pp | 282.11%-83.0pp | 172.34%+26.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $425 | $5,842-92.7% | $5,318-92.0% | $6,730-93.7% |
| Admin fee / account holder | $626 | $11,961-94.8% | $10,693-94.1% | $14,365-95.6% |