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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 | $63,908 | $111,785-42.8% | $93,669-31.8% | $145,877-56.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 11.05% | 203.79%-192.7pp | 133.59%-122.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $565 | $4,919-88.5% | $4,416-87.2% | $6,691-91.6% |
| Admin fee / account holder | $21,523 | $10,256+109.9% | $8,291+159.6% | $13,402+60.6% |