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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 | $29,575 | $109,863-73.1% | $98,477-70.0% | $167,518-82.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 12.35% | 1958.09%-1945.7pp | 1493.59%-1481.2pp | 478.71%-466.4pp |
| Employer contribution / active EE | $911 | $3,225-71.8% | $2,961-69.2% | $4,838-81.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $531 | $6,755-92.1% | $5,951-91.1% | $12,312-95.7% |