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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 | $21,828 | $58,391-62.6% | $76,667-71.5% | $72,976-70.1% |
| Participation rate | 11.9% | 67.4%-55.4pp | 72.1%-60.2pp | 69.5%-57.5pp |
| Annual return | 19.35% | 2306.65%-2287.3pp | 1166.74%-1147.4pp | 81.02%-61.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $712 | $2,690-73.5% | $3,336-78.7% | $3,608-80.3% |
| Admin fee / account holder | $3,058 | $4,014-23.8% | $6,423-52.4% | $5,124-40.3% |