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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 | $20,821 | $88,815-76.6% | $81,882-74.6% | $145,897-85.7% |
| Participation rate | 7.7% | 75.1%-67.4pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 13.59% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $155 | $4,647-96.7% | $4,323-96.4% | $6,689-97.7% |
| Admin fee / account holder | $2,431 | $8,434-71.2% | $7,360-67.0% | $13,390-81.8% |