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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 | $101,499-43.9% | $147,005-61.3% | $74,546-23.6% |
| Participation rate | 47.6% | 75.5%-27.9pp | 82.2%-34.5pp | 67.2%-19.6pp |
| Annual return | 30.40% | 8732.34%-8701.9pp | 418.76%-388.4pp | 1366.03%-1335.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,268 | $7,304-68.9% | $8,070-71.9% | $4,347-47.8% |
| Admin fee / account holder | $1,045 | $1,748-40.2% | $13,006-92.0% | $1,944-46.3% |