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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 | $76,608+15.8% | $56,077+58.2% | $145,877-39.2% |
| Participation rate | 23.8% | 63.2%-39.4pp | 52.5%-28.7pp | 80.3%-56.5pp |
| Annual return | 12.44% | 3009.59%-2997.1pp | 1709.28%-1696.8pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20 | $2,624-99.2% | $1,954-99.0% | $6,691-99.7% |
| Admin fee / account holder | $2,016 | $3,325-39.4% | $2,825-28.6% | $13,402-85.0% |