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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 | $24,949 | $112,933-77.9% | $90,970-72.6% | $158,982-84.3% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 12.64% | 215.82%-203.2pp | 134.60%-122.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $693 | $4,128-83.2% | $3,373-79.5% | $5,983-88.4% |
| Admin fee / account holder | $317 | $8,047-96.1% | $5,961-94.7% | $11,252-97.2% |