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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 | $54,061 | $59,467-9.1% | $93,727-42.3% | $74,478-27.4% |
| Participation rate | 24.1% | 59.6%-35.5pp | 68.7%-44.6pp | 67.2%-43.1pp |
| Annual return | 32.36% | 82.14%-49.8pp | 133.83%-101.5pp | 1370.56%-1338.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $977 | $3,052-68.0% | $4,417-77.9% | $4,350-77.5% |
| Admin fee / account holder | $15,971 | $3,028+427.3% | $8,292+92.6% | $1,946+720.8% |