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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 | $21,408 | $55,472-61.4% | $155,567-86.2% | $74,546-71.3% |
| Participation rate | 5.6% | 61.9%-56.3pp | 78.2%-72.6pp | 67.2%-61.6pp |
| Annual return | 12.54% | 268.72%-256.2pp | 64.74%-52.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $370 | $2,838-86.9% | $5,628-93.4% | $4,347-91.5% |
| Admin fee / account holder | $1,901 | $1,743+9.1% | $15,916-88.1% | $1,944-2.2% |