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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 | $88,688 | $76,519+15.9% | $56,025+58.3% | $145,897-39.2% |
| Participation rate | 23.8% | 63.2%-39.4pp | 52.5%-28.7pp | 80.3%-56.5pp |
| Annual return | 12.44% | 3017.03%-3004.6pp | 1712.69%-1700.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20 | $2,624-99.2% | $1,955-99.0% | $6,689-99.7% |
| Admin fee / account holder | $2,016 | $3,331-39.5% | $2,828-28.7% | $13,390-84.9% |