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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 | $52,255 | $102,635-49.1% | $86,209-39.4% | $139,456-62.5% |
| Participation rate | 29.2% | 74.5%-45.3pp | 69.0%-39.8pp | 80.3%-51.2pp |
| Annual return | 13.43% | 1923.53%-1910.1pp | 1169.05%-1155.6pp | 373.45%-360.0pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,048 | $4,677-77.6% | $3,986-73.7% | $6,711-84.4% |
| Admin fee / account holder | $4,194 | $8,661-51.6% | $6,853-38.8% | $11,407-63.2% |