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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 | $37,250 | $77,901-52.2% | $149,717-75.1% | $75,181-50.5% |
| Participation rate | 28.9% | 65.6%-36.7pp | 78.8%-49.9pp | 67.2%-38.3pp |
| Annual return | 5928.56% | 31.73%+5896.8pp | 134.41%+5794.2pp | 160.69%+5767.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $590 | $3,411-82.7% | $5,682-89.6% | $4,126-85.7% |
| Admin fee / account holder | $963 | $5,949-83.8% | $13,213-92.7% | $5,650-83.0% |