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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 | $88,710-91.0% | $81,783-90.2% | $145,959-94.5% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.4%-48.8pp | 80.3%-56.8pp |
| Annual return | 11.44% | 1027.26%-1015.8pp | 775.05%-763.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $486 | $4,645-89.5% | $4,320-88.7% | $6,689-92.7% |
| Admin fee / account holder | $570 | $8,407-93.2% | $7,380-92.3% | $13,398-95.7% |