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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 | $41,391 | $101,672-59.3% | $147,117-71.9% | $74,478-44.4% |
| Participation rate | 13.5% | 75.5%-62.1pp | 82.2%-68.7pp | 67.2%-53.8pp |
| Annual return | 14.84% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,739 | $7,305-76.2% | $8,065-78.4% | $4,350-60.0% |
| Admin fee / account holder | $7,562 | $1,753+331.3% | $12,993-41.8% | $1,946+288.6% |