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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 | $66,667 | $100,911-33.9% | $90,440-26.3% | $158,966-58.1% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.7%-40.9pp | 82.0%-50.1pp |
| Annual return | 8.44% | 1726.62%-1718.2pp | 1294.38%-1285.9pp | 302.95%-294.5pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $435 | $4,348-90.0% | $3,964-89.0% | $5,983-92.7% |
| Admin fee / account holder | $9,668 | $6,507+48.6% | $5,615+72.2% | $11,250-14.1% |