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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 | $35,261 | $101,591-65.3% | $147,096-76.0% | $74,429-52.6% |
| Participation rate | 15.5% | 75.5%-60.1pp | 82.2%-66.7pp | 67.2%-51.8pp |
| Annual return | 15.62% | 8746.45%-8730.8pp | 419.75%-404.1pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,089 | $7,302-71.4% | $8,071-74.1% | $4,348-52.0% |
| Admin fee / account holder | $3,639 | $1,750+107.9% | $13,005-72.0% | $1,944+87.2% |