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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 | $14,528 | $104,544-86.1% | $76,657-81.0% | $152,897-90.5% |
| Participation rate | 43.5% | 76.6%-33.1pp | 72.1%-28.6pp | 82.5%-39.0pp |
| Annual return | 19.96% | 1014.36%-994.4pp | 1166.74%-1146.8pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $740 | $4,236-82.5% | $3,335-77.8% | $5,851-87.3% |
| Admin fee / account holder | $584 | $12,286-95.2% | $6,423-90.9% | $11,599-95.0% |