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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 | $102,385-17.6% | $147,080-42.6% | $80,935+4.2% |
| Participation rate | 8.8% | 75.9%-67.1pp | 82.2%-73.4pp | 67.7%-58.9pp |
| Annual return | 430.35% | 135.09%+295.3pp | 420.17%+10.2pp | 35.66%+394.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,331 | $6,651-80.0% | $8,066-83.5% | $4,299-69.1% |
| Admin fee / account holder | $5,162 | $7,951-35.1% | $12,989-60.3% | $6,924-25.5% |