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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 | $46,169 | $63,346-27.1% | $92,240-49.9% | $70,126-34.2% |
| Participation rate | 8.3% | 68.7%-60.3pp | 76.5%-68.1pp | 69.5%-61.2pp |
| Annual return | 2335.40% | 530.19%+1805.2pp | 176.29%+2159.1pp | 73.15%+2262.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,000 | $2,854-65.0% | $3,897-74.3% | $3,332-70.0% |
| Admin fee / account holder | $1,111 | $3,841-71.1% | $5,194-78.6% | $4,645-76.1% |