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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 | $44,487 | $101,653-56.2% | $147,080-69.8% | $74,459-40.3% |
| Participation rate | 10.0% | 75.6%-65.6pp | 82.2%-72.2pp | 67.2%-57.2pp |
| Annual return | 35.56% | 8754.98%-8719.4pp | 420.17%-384.6pp | 1369.70%-1334.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,835 | $7,304-74.9% | $8,066-77.2% | $4,350-57.8% |
| Admin fee / account holder | $7,965 | $1,752+354.8% | $12,989-38.7% | $1,945+309.6% |