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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 | $20,799 | $68,394-69.6% | $94,672-78.0% | $75,177-72.3% |
| Participation rate | 12.2% | 76.1%-63.9pp | 80.8%-68.6pp | 67.2%-55.0pp |
| Annual return | 20.99% | 616.92%-595.9pp | 156.89%-135.9pp | 160.75%-139.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $382 | $6,536-94.2% | $7,417-94.9% | $4,126-90.8% |
| Admin fee / account holder | $2,060 | $5,326-61.3% | $7,222-71.5% | $5,651-63.5% |