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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 | $60,454-74.3% | $81,844-81.0% | $74,459-79.1% |
| Participation rate | 12.0% | 63.0%-50.9pp | 72.4%-60.3pp | 67.2%-55.2pp |
| Annual return | 12.87% | 16.87%-4.0pp | 778.87%-766.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $620 | $3,398-81.8% | $4,323-85.7% | $4,350-85.7% |
| Admin fee / account holder | $789 | $1,490-47.1% | $7,355-89.3% | $1,945-59.4% |