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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 | $9,357 | $96,678-90.3% | $86,640-89.2% | $139,466-93.3% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 20.18% | 106.69%-86.5pp | 592.52%-572.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,812 | $3,265-44.5% | $3,024-40.1% | $4,754-61.9% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,325 | $6,410-63.7% | $5,616-58.6% | $11,409-79.6% |