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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 | $14,093 | $41,854-66.3% | $73,836-80.9% | $52,331-73.1% |
| Participation rate | 12.7% | 66.2%-53.5pp | 73.4%-60.7pp | 68.1%-55.4pp |
| Annual return | 33.61% | 2.11%+31.5pp | 2268.06%-2234.4pp | 4.54%+29.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $163 | $2,498-93.5% | $3,583-95.4% | $3,022-94.6% |
| Admin fee / account holder | $928 | $493+88.4% | $4,882-81.0% | $592+56.8% |