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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 | $10,148 | $68,097-85.1% | $62,929-83.9% | $137,256-92.6% |
| Participation rate | 26.3% | 77.4%-51.1pp | 73.1%-46.8pp | 80.0%-53.6pp |
| Annual return | 12.93% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $639 | $4,553-86.0% | $3,888-83.6% | $6,407-90.0% |
| Admin fee / account holder | $771 | $6,521-88.2% | $5,065-84.8% | $12,270-93.7% |