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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 | $15,385 | $55,446-72.3% | $155,574-90.1% | $74,429-79.3% |
| Participation rate | 8.6% | 61.9%-53.3pp | 78.2%-69.6pp | 67.2%-58.6pp |
| Annual return | 40.06% | 269.20%-229.1pp | 64.87%-24.8pp | 1368.38%-1328.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $233 | $2,836-91.8% | $5,629-95.9% | $4,348-94.6% |
| Admin fee / account holder | $2,243 | $1,743+28.7% | $15,914-85.9% | $1,944+15.4% |