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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 | $71,470 | $101,591-29.6% | $147,096-51.4% | $74,429-4.0% |
| Participation rate | 16.0% | 75.5%-59.5pp | 82.2%-66.1pp | 67.2%-51.2pp |
| Annual return | 17.42% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,964 | $7,302-59.4% | $8,071-63.3% | $4,348-31.8% |
| Admin fee / account holder | $8,236 | $1,750+370.6% | $13,005-36.7% | $1,944+323.6% |