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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 | $15,531 | $60,261-74.2% | $81,783-81.0% | $74,546-79.2% |
| Participation rate | 12.0% | 62.9%-50.8pp | 72.4%-60.3pp | 67.2%-55.2pp |
| Annual return | 12.87% | 16.88%-4.0pp | 775.05%-762.2pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $620 | $3,388-81.7% | $4,320-85.6% | $4,347-85.7% |
| Admin fee / account holder | $789 | $1,482-46.8% | $7,380-89.3% | $1,944-59.4% |