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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 | $29,476 | $36,002-18.1% | $161,489-81.7% | $64,728-54.5% |
| Participation rate | 3.2% | 57.4%-54.3pp | 78.7%-75.5pp | 57.9%-54.7pp |
| Annual return | 4478.15% | 33.93%+4444.2pp | 89.72%+4388.4pp | 49.38%+4428.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $134 | $1,815-92.6% | $5,630-97.6% | $2,729-95.1% |
| Admin fee / account holder | $710 | $931-23.8% | $16,006-95.6% | $1,145-38.0% |