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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 | $9,847 | $41,151-76.1% | $80,648-87.8% | $71,529-86.2% |
| Participation rate | 12.4% | 50.2%-37.9pp | 67.0%-54.6pp | 67.9%-55.5pp |
| Annual return | 96.96% | 38.49%+58.5pp | 937.21%-840.3pp | 28.97%+68.0pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $573 | $2,700-78.8% | $4,443-87.1% | $4,291-86.7% |
| Admin fee / account holder | $2,120 | $1,842+15.1% | $5,382-60.6% | $1,588+33.5% |