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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 | $88,702-76.5% | $81,780-74.5% | $145,978-85.7% |
| Participation rate | 7.7% | 75.0%-67.4pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 13.59% | 1029.12%-1015.5pp | 776.27%-762.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $155 | $4,645-96.7% | $4,321-96.4% | $6,690-97.7% |
| Admin fee / account holder | $2,431 | $8,414-71.1% | $7,384-67.1% | $13,400-81.9% |