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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 | $78,827 | $81,749-3.6% | $58,544+34.6% | $139,456-43.5% |
| Participation rate | 26.3% | 61.3%-35.0pp | 50.9%-24.5pp | 80.3%-54.0pp |
| Annual return | 14.64% | 7425.45%-7410.8pp | 4249.56%-4234.9pp | 373.45%-358.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $166 | $2,555-93.5% | $1,923-91.4% | $6,711-97.5% |
| Admin fee / account holder | $12,892 | $3,272+294.0% | $2,520+411.6% | $11,407+13.0% |