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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 | $64,881 | $59,448+9.1% | $93,696-30.8% | $74,459-12.9% |
| Participation rate | 19.8% | 59.6%-39.8pp | 68.7%-48.9pp | 67.2%-47.4pp |
| Annual return | 11.25% | 82.11%-70.9pp | 133.74%-122.5pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,320 | $3,052-56.7% | $4,417-70.1% | $4,350-69.7% |
| Admin fee / account holder | $17,246 | $3,027+469.7% | $8,287+108.1% | $1,945+786.8% |