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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 | $76,608-85.1% | $56,077-79.6% | $145,877-92.2% |
| Participation rate | 22.7% | 63.2%-40.5pp | 52.5%-29.8pp | 80.3%-57.6pp |
| Annual return | 7.79% | 3009.59%-3001.8pp | 1709.28%-1701.5pp | 551.28%-543.5pp |
| Employer contribution / active EE | $108 | $1,382-92.2% | $1,040-89.7% | $4,663-97.7% |
| Participant deferral / active EE | $191 | $2,624-92.7% | $1,954-90.2% | $6,691-97.1% |
| Admin fee / account holder | $365 | $3,325-89.0% | $2,825-87.1% | $13,402-97.3% |