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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 | $6,533 | $68,097-90.4% | $62,929-89.6% | $137,256-95.2% |
| Participation rate | 45.5% | 77.4%-32.0pp | 73.1%-27.7pp | 80.0%-34.5pp |
| Annual return | 21.32% | 1859.11%-1837.8pp | 1063.93%-1042.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $439 | $4,553-90.4% | $3,888-88.7% | $6,407-93.1% |
| Admin fee / account holder | $490 | $6,521-92.5% | $5,065-90.3% | $12,270-96.0% |