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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 | $19,275 | $65,904-70.8% | $160,784-88.0% | $79,634-75.8% |
| Participation rate | 4.6% | 56.2%-51.7pp | 77.0%-72.4pp | 62.5%-57.9pp |
| Annual return | 18.94% | 20.16%-1.2pp | 1803.92%-1785.0pp | 36.46%-17.5pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $230 | $3,692-93.8% | $6,293-96.3% | $3,835-94.0% |
| Admin fee / account holder | $7,044 | $965+629.7% | $9,717-27.5% | $1,002+603.1% |