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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 | $36,106 | $80,812-55.3% | $160,784-77.5% | $82,448-56.2% |
| Participation rate | 21.7% | 66.2%-44.5pp | 77.0%-55.2pp | 68.1%-46.3pp |
| Annual return | 15.34% | 100.59%-85.2pp | 1803.92%-1788.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $975 | $4,335-77.5% | $6,293-84.5% | $4,139-76.5% |
| Admin fee / account holder | $3,999 | $7,695-48.0% | $9,717-58.8% | $7,234-44.7% |