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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 | $82,865 | $63,768+29.9% | $98,483-15.9% | $79,391+4.4% |
| Participation rate | 3.4% | 69.9%-66.5pp | 73.3%-70.0pp | 70.7%-67.3pp |
| Annual return | 14.40% | 626.18%-611.8pp | 1494.38%-1480.0pp | 116.88%-102.5pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $221 | $3,305-93.3% | $4,276-94.8% | $4,046-94.5% |
| Admin fee / account holder | $1,478 | $516+186.6% | $5,953-75.2% | $627+135.9% |