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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 | $56,089 | $165,399-66.1% | $149,745-62.5% | $158,982-64.7% |
| Participation rate | 22.2% | 84.6%-62.4pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 983.47% | 348.34%+635.1pp | 276.72%+706.8pp | 302.99%+680.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $663 | $7,183-90.8% | $6,843-90.3% | $5,983-88.9% |
| Admin fee / account holder | $6,570 | $10,811-39.2% | $9,312-29.4% | $11,252-41.6% |