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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 | $3,404 | $76,519-95.6% | $56,025-93.9% | $145,897-97.7% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 13.03% | 3017.03%-3004.0pp | 1712.69%-1699.7pp | 552.29%-539.3pp |
| Employer contribution / active EE | $134 | $1,383-90.3% | $1,042-87.2% | $4,663-97.1% |
| Participant deferral / active EE | $206 | $2,624-92.2% | $1,955-89.5% | $6,689-96.9% |
| Admin fee / account holder | $567 | $3,331-83.0% | $2,828-80.0% | $13,390-95.8% |