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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 | $8,852 | $96,691-90.8% | $86,656-89.8% | $139,487-93.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 13.93% | 106.87%-92.9pp | 593.09%-579.2pp | 373.84%-359.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $598 | $4,838-87.6% | $4,439-86.5% | $6,713-91.1% |
| Admin fee / account holder | $464 | $6,414-92.8% | $5,619-91.7% | $11,407-95.9% |