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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 | $68,260 | $109,905-37.9% | $98,506-30.7% | $167,553-59.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $201 | $3,226-93.8% | $2,961-93.2% | $4,840-95.9% |
| Participant deferral / active EE | $201 | $4,674-95.7% | $4,277-95.3% | $6,343-96.8% |
| Admin fee / account holder | $7,869 | $6,760+16.4% | $5,955+32.1% | $12,316-36.1% |