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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 | $23,653 | $80,812-70.7% | $160,784-85.3% | $82,448-71.3% |
| Participation rate | 32.8% | 66.2%-33.4pp | 77.0%-44.1pp | 68.1%-35.2pp |
| Annual return | 14.60% | 100.59%-86.0pp | 1803.92%-1789.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,296 | $4,335-70.1% | $6,293-79.4% | $4,139-68.7% |
| Admin fee / account holder | $5,056 | $7,695-34.3% | $9,717-48.0% | $7,234-30.1% |