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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 | $150,937 | $56,197+168.6% | $67,652+123.1% | $59,633+153.1% |
| Participation rate | 42.6% | 71.5%-28.9pp | 75.7%-33.1pp | 68.7%-26.1pp |
| Annual return | 1.95% | 18508.10%-18506.2pp | 6625.40%-6623.4pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,037 | $2,844-63.5% | $3,560-70.9% | $3,192-67.5% |
| Admin fee / account holder | $9,327 | $3,958+135.6% | $4,821+93.5% | $4,297+117.1% |