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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 | $13,942 | $60,305-76.9% | $81,780-83.0% | $74,400-81.3% |
| Participation rate | 6.1% | 62.9%-56.8pp | 72.4%-66.2pp | 67.2%-61.1pp |
| Annual return | 16.26% | 16.89%-0.6pp | 776.27%-760.0pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $231 | $3,390-93.2% | $4,321-94.6% | $4,348-94.7% |
| Admin fee / account holder | $1,703 | $1,484+14.8% | $7,384-76.9% | $1,944-12.4% |