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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 | $88,754-76.5% | $81,820-74.6% | $145,877-85.7% |
| Participation rate | 7.7% | 75.1%-67.4pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 13.59% | 1031.77%-1018.2pp | 777.93%-764.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $155 | $4,648-96.7% | $4,323-96.4% | $6,691-97.7% |
| Admin fee / account holder | $2,431 | $8,424-71.1% | $7,391-67.1% | $13,402-81.9% |