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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 | $56,961 | $101,653-44.0% | $147,080-61.3% | $74,459-23.5% |
| Participation rate | 47.6% | 75.6%-27.9pp | 82.2%-34.6pp | 67.2%-19.6pp |
| Annual return | 30.40% | 8754.98%-8724.6pp | 420.17%-389.8pp | 1369.70%-1339.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,268 | $7,304-68.9% | $8,066-71.9% | $4,350-47.9% |
| Admin fee / account holder | $1,045 | $1,752-40.4% | $12,989-92.0% | $1,945-46.3% |