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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 | $29,143 | $80,812-63.9% | $160,784-81.9% | $82,448-64.7% |
| Participation rate | 14.7% | 66.2%-51.5pp | 77.0%-62.2pp | 68.1%-53.4pp |
| Annual return | 19.24% | 100.59%-81.3pp | 1803.92%-1784.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,054 | $4,335-75.7% | $6,293-83.3% | $4,139-74.5% |
| Admin fee / account holder | $854 | $7,695-88.9% | $9,717-91.2% | $7,234-88.2% |