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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 | $17,081 | $55,446-69.2% | $155,574-89.0% | $74,429-77.1% |
| Participation rate | 5.3% | 61.9%-56.6pp | 78.2%-72.9pp | 67.2%-62.0pp |
| Annual return | 48.66% | 269.20%-220.5pp | 64.87%-16.2pp | 1368.38%-1319.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $454 | $2,836-84.0% | $5,629-91.9% | $4,348-89.6% |
| Admin fee / account holder | $3,654 | $1,743+109.6% | $15,914-77.0% | $1,944+87.9% |