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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 | $73,875 | $109,863-32.8% | $98,477-25.0% | $167,518-55.9% |
| Participation rate | 35.7% | 75.8%-40.1pp | 73.3%-37.6pp | 82.1%-46.4pp |
| Annual return | 19.73% | 1958.09%-1938.4pp | 1493.59%-1473.9pp | 478.71%-459.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $606 | $4,673-87.0% | $4,276-85.8% | $6,342-90.4% |
| Admin fee / account holder | $1,425 | $6,755-78.9% | $5,951-76.1% | $12,312-88.4% |