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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 | $71,093 | $96,643-26.4% | $86,617-17.9% | $139,456-49.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.76% | 106.57%-88.8pp | 591.91%-574.2pp | 373.45%-355.7pp |
| Employer contribution / active EE | $11,940 | $3,264+265.8% | $3,023+294.9% | $4,753+151.2% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,914 | $6,406+70.4% | $5,613+94.5% | $11,407-4.3% |