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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 | $26,736 | $93,589-71.4% | $135,942-80.3% | $75,181-64.4% |
| Participation rate | 13.8% | 75.2%-61.4pp | 81.9%-68.1pp | 67.2%-53.4pp |
| Annual return | 3791.09% | 30.90%+3760.2pp | 68.28%+3722.8pp | 160.69%+3630.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,926 | $6,405-69.9% | $7,759-75.2% | $4,126-53.3% |
| Admin fee / account holder | $3,945 | $6,977-43.5% | $10,764-63.4% | $5,650-30.2% |