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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 | $13,742 | $77,901-82.4% | $149,717-90.8% | $75,181-81.7% |
| Participation rate | 15.2% | 65.6%-50.4pp | 78.8%-63.6pp | 67.2%-52.0pp |
| Annual return | 306.41% | 31.73%+274.7pp | 134.41%+172.0pp | 160.69%+145.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $813 | $3,411-76.2% | $5,682-85.7% | $4,126-80.3% |
| Admin fee / account holder | $1,309 | $5,949-78.0% | $13,213-90.1% | $5,650-76.8% |