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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 | $13,660 | $55,446-75.4% | $155,574-91.2% | $74,429-81.6% |
| Participation rate | 23.0% | 61.9%-38.9pp | 78.2%-55.2pp | 67.2%-44.2pp |
| Annual return | 13.92% | 269.20%-255.3pp | 64.87%-50.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $754 | $2,836-73.4% | $5,629-86.6% | $4,348-82.7% |
| Admin fee / account holder | $2,110 | $1,743+21.0% | $15,914-86.7% | $1,944+8.5% |