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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 | $17,534 | $90,691-80.7% | $76,119-77.0% | $145,884-88.0% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 12.67% | 624.52%-611.9pp | 361.25%-348.6pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $746 | $5,167-85.6% | $4,259-82.5% | $6,690-88.9% |
| Admin fee / account holder | $682 | $8,383-91.9% | $6,421-89.4% | $13,392-94.9% |