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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 | $53,795 | $73,546-26.9% | $63,018-14.6% | $147,586-63.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 12.41% | 175.56%-163.1pp | 87.62%-75.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $50 | $4,185-98.8% | $3,330-98.5% | $5,439-99.1% |
| Admin fee / account holder | $4,372 | $5,956-26.6% | $3,601+21.4% | $10,886-59.8% |