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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 | $18,595 | $111,785-83.4% | $93,669-80.1% | $145,877-87.3% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 14.21% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $303 | $4,919-93.8% | $4,416-93.1% | $6,691-95.5% |
| Admin fee / account holder | $1,115 | $10,256-89.1% | $8,291-86.6% | $13,402-91.7% |