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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 | $64,996 | $52,450+23.9% | $129,384-49.8% | $74,459-12.7% |
| Participation rate | 15.1% | 53.8%-38.8pp | 69.6%-54.6pp | 67.2%-52.1pp |
| Annual return | 15.57% | 15.65%-0.1pp | 9461.77%-9446.2pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $495 | $2,797-82.3% | $4,166-88.1% | $4,350-88.6% |
| Admin fee / account holder | $1,630 | $2,636-38.1% | $7,686-78.8% | $1,945-16.2% |