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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 | $39,818 | $91,559-56.5% | $133,971-70.3% | $79,852-50.1% |
| Participation rate | 40.7% | 73.3%-32.6pp | 79.8%-39.1pp | 69.6%-28.9pp |
| Annual return | 6594.41% | 61.85%+6532.6pp | 45.09%+6549.3pp | 31.72%+6562.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $672 | $3,734-82.0% | $5,047-86.7% | $3,740-82.0% |
| Admin fee / account holder | $1,449 | $6,321-77.1% | $8,929-83.8% | $5,306-72.7% |