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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 | $7,994 | $88,815-91.0% | $81,882-90.2% | $145,897-94.5% |
| Participation rate | 23.5% | 75.1%-51.5pp | 72.4%-48.9pp | 80.3%-56.8pp |
| Annual return | 11.44% | 1033.75%-1022.3pp | 779.47%-768.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $486 | $4,647-89.5% | $4,323-88.8% | $6,689-92.7% |
| Admin fee / account holder | $570 | $8,434-93.2% | $7,360-92.3% | $13,390-95.7% |