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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 | $14,820 | $54,679-72.9% | $76,119-80.5% | $74,459-80.1% |
| Participation rate | 23.5% | 60.3%-36.9pp | 69.1%-45.6pp | 67.2%-43.7pp |
| Annual return | 46.37% | 31.90%+14.5pp | 361.25%-314.9pp | 1369.70%-1323.3pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $762 | $3,072-75.2% | $4,259-82.1% | $4,350-82.5% |
| Admin fee / account holder | $934 | $2,238-58.3% | $6,421-85.5% | $1,945-52.0% |