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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 | $6,697 | $100,139-93.3% | $85,187-92.1% | $145,884-95.4% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 11.33% | 84.15%-72.8pp | 66.67%-55.3pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $463 | $5,296-91.3% | $4,525-89.8% | $6,690-93.1% |
| Admin fee / account holder | $373 | $7,262-94.9% | $6,162-93.9% | $13,392-97.2% |