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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 | $81,343 | $41,854+94.3% | $73,836+10.2% | $52,331+55.4% |
| Participation rate | 14.8% | 66.2%-51.4pp | 73.4%-58.6pp | 68.1%-53.3pp |
| Annual return | 73.50% | 2.11%+71.4pp | 2268.06%-2194.6pp | 4.54%+69.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $142 | $2,498-94.3% | $3,583-96.0% | $3,022-95.3% |
| Admin fee / account holder | $2,794 | $493+467.2% | $4,882-42.8% | $592+372.3% |