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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 | $13,186 | $52,353-74.8% | $120,225-89.0% | $82,448-84.0% |
| Participation rate | 7.3% | 58.3%-51.0pp | 69.6%-62.3pp | 68.1%-60.8pp |
| Annual return | 17.01% | 61.85%-44.8pp | 439.23%-422.2pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $433 | $2,627-83.5% | $3,999-89.2% | $4,139-89.5% |
| Admin fee / account holder | $5,364 | $4,363+22.9% | $5,696-5.8% | $7,234-25.9% |