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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 | $53,463 | $101,591-47.4% | $147,096-63.7% | $74,429-28.2% |
| Participation rate | 13.2% | 75.5%-62.4pp | 82.2%-69.0pp | 67.2%-54.1pp |
| Annual return | 25.10% | 8746.45%-8721.4pp | 419.75%-394.7pp | 1368.38%-1343.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,742 | $7,302-76.1% | $8,071-78.4% | $4,348-59.9% |
| Admin fee / account holder | $4,941 | $1,750+182.3% | $13,005-62.0% | $1,944+154.1% |