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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 | $36,806 | $101,539-63.8% | $147,041-75.0% | $74,400-50.5% |
| Participation rate | 8.1% | 75.5%-67.4pp | 82.2%-74.1pp | 67.2%-59.1pp |
| Annual return | 18.37% | 8740.84%-8722.5pp | 419.21%-400.8pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $656 | $7,304-91.0% | $8,071-91.9% | $4,348-84.9% |
| Admin fee / account holder | $2,634 | $1,749+50.6% | $13,006-79.7% | $1,944+35.5% |