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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 | $11,441 | $76,522-85.0% | $56,033-79.6% | $145,884-92.2% |
| Participation rate | 22.7% | 63.2%-40.5pp | 52.5%-29.8pp | 80.3%-57.6pp |
| Annual return | 7.79% | 3014.28%-3006.5pp | 1711.38%-1703.6pp | 551.85%-544.1pp |
| Employer contribution / active EE | $108 | $1,382-92.2% | $1,041-89.7% | $4,662-97.7% |
| Participant deferral / active EE | $191 | $2,624-92.7% | $1,954-90.2% | $6,690-97.1% |
| Admin fee / account holder | $365 | $3,328-89.0% | $2,827-87.1% | $13,392-97.3% |