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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 | $80,972 | $101,653-20.3% | $147,080-44.9% | $74,459+8.7% |
| Participation rate | 24.1% | 75.6%-51.4pp | 82.2%-58.1pp | 67.2%-43.1pp |
| Annual return | 36.51% | 8754.98%-8718.5pp | 420.17%-383.7pp | 1369.70%-1333.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,394 | $7,304-80.9% | $8,066-82.7% | $4,350-67.9% |
| Admin fee / account holder | $3,448 | $1,752+96.9% | $12,989-73.5% | $1,945+77.3% |