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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 | $14,763 | $55,470-73.4% | $155,556-90.5% | $74,478-80.2% |
| Participation rate | 11.8% | 61.9%-50.1pp | 78.2%-66.5pp | 67.2%-55.5pp |
| Annual return | 22.48% | 269.80%-247.3pp | 64.84%-42.4pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $706 | $2,838-75.1% | $5,631-87.5% | $4,350-83.8% |
| Admin fee / account holder | $1,918 | $1,744+10.0% | $15,885-87.9% | $1,946-1.4% |