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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 | $16,763 | $111,830-85.0% | $93,696-82.1% | $145,884-88.5% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 9.72% | 204.08%-194.4pp | 133.74%-124.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $454 | $4,920-90.8% | $4,417-89.7% | $6,690-93.2% |
| Admin fee / account holder | $325 | $10,249-96.8% | $8,287-96.1% | $13,392-97.6% |