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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 | $67,518 | $76,368-11.6% | $67,681-0.2% | $154,746-56.4% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 11.94% | 1066.77%-1054.8pp | 590.58%-578.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,380 | $3,151-24.5% | $2,678-11.2% | $4,379-45.7% |
| Participant deferral / active EE | $76 | $4,824-98.4% | $3,976-98.1% | $6,730-98.9% |
| Admin fee / account holder | $1,087 | $8,559-87.3% | $6,100-82.2% | $14,365-92.4% |