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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 | $16,944 | $77,638-78.2% | $156,551-89.2% | $62,881-73.1% |
| Participation rate | 14.6% | 71.2%-56.6pp | 84.0%-69.4pp | 69.3%-54.7pp |
| Annual return | 138.72% | 50.33%+88.4pp | 32.23%+106.5pp | 20.14%+118.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $254 | $3,046-91.6% | $4,871-94.8% | $3,203-92.1% |
| Admin fee / account holder | $576 | $5,561-89.6% | $13,028-95.6% | $4,296-86.6% |