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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 | $31,106 | $59,467-47.7% | $93,727-66.8% | $74,478-58.2% |
| Participation rate | 2.2% | 59.6%-57.4pp | 68.7%-66.5pp | 67.2%-65.0pp |
| Annual return | 53.22% | 82.14%-28.9pp | 133.83%-80.6pp | 1370.56%-1317.3pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $296 | $3,052-90.3% | $4,417-93.3% | $4,350-93.2% |
| Admin fee / account holder | $11,707 | $3,028+286.6% | $8,292+41.2% | $1,946+501.7% |