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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 | $84,375 | $102,393-17.6% | $147,041-42.6% | $80,911+4.3% |
| Participation rate | 8.8% | 75.9%-67.1pp | 82.2%-73.4pp | 67.6%-58.9pp |
| Annual return | 430.35% | 134.95%+295.4pp | 419.21%+11.1pp | 35.63%+394.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,331 | $6,647-80.0% | $8,071-83.5% | $4,297-69.0% |
| Admin fee / account holder | $5,162 | $7,943-35.0% | $13,006-60.3% | $6,935-25.6% |