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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 | $34,034 | $136,860-75.1% | $120,344-71.7% | $154,746-78.0% |
| Participation rate | 29.2% | 79.9%-50.7pp | 76.7%-47.5pp | 80.7%-51.5pp |
| Annual return | 1176.35% | 21.38%+1155.0pp | 20.30%+1156.0pp | 172.34%+1004.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $916 | $5,793-84.2% | $5,135-82.2% | $6,730-86.4% |
| Admin fee / account holder | $428 | $15,393-97.2% | $12,742-96.6% | $14,365-97.0% |