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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 | $77,993 | $102,393-23.8% | $147,041-47.0% | $80,911-3.6% |
| Participation rate | 13.3% | 75.9%-62.5pp | 82.2%-68.8pp | 67.6%-54.3pp |
| Annual return | 13.71% | 134.95%-121.2pp | 419.21%-405.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,391 | $6,647-79.1% | $8,071-82.8% | $4,297-67.6% |
| Admin fee / account holder | $7,846 | $7,943-1.2% | $13,006-39.7% | $6,935+13.1% |