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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 | $67,658 | $99,031-31.7% | $86,597-21.9% | $147,585-54.2% |
| Participation rate | 26.1% | 76.3%-50.3pp | 73.5%-47.5pp | 82.8%-56.7pp |
| Annual return | 18.47% | 1312.56%-1294.1pp | 964.96%-946.5pp | 578.57%-560.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $75 | $3,972-98.1% | $3,609-97.9% | $5,439-98.6% |
| Admin fee / account holder | $12,381 | $5,711+116.8% | $4,906+152.4% | $10,885+13.7% |