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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 | $31,681 | $52,450-39.6% | $129,397-75.5% | $74,429-57.4% |
| Participation rate | 22.1% | 53.8%-31.7pp | 69.6%-47.5pp | 67.2%-45.1pp |
| Annual return | 12.47% | 15.65%-3.2pp | 9453.98%-9441.5pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $908 | $2,797-67.5% | $4,167-78.2% | $4,348-79.1% |
| Admin fee / account holder | $17,615 | $2,636+568.3% | $7,679+129.4% | $1,944+806.0% |