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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 | $27,628 | $114,130-75.8% | $96,192-71.3% | $167,553-83.5% |
| Participation rate | 21.1% | 75.1%-54.0pp | 68.4%-47.4pp | 82.1%-61.1pp |
| Annual return | 15.32% | 190.07%-174.8pp | 192.09%-176.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $853 | $5,198-83.6% | $4,351-80.4% | $6,343-86.6% |
| Admin fee / account holder | $893 | $6,901-87.1% | $5,539-83.9% | $12,316-92.7% |