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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 | $80,174 | $57,330+39.8% | $86,656-7.5% | $75,177+6.6% |
| Participation rate | 8.7% | 63.2%-54.5pp | 71.7%-63.0pp | 67.2%-58.5pp |
| Annual return | 14.16% | 2675.40%-2661.2pp | 593.09%-578.9pp | 160.75%-146.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $417 | $3,320-87.4% | $4,439-90.6% | $4,126-89.9% |
| Admin fee / account holder | $899 | $4,115-78.2% | $5,619-84.0% | $5,651-84.1% |