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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 | $124,208 | $72,426+71.5% | $67,560+83.8% | $145,897-14.9% |
| Participation rate | 61.9% | 76.9%-15.0pp | 72.9%-11.0pp | 80.3%-18.4pp |
| Annual return | 11.26% | 7226.78%-7215.5pp | 3533.50%-3522.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $754 | $4,785-84.2% | $4,004-81.2% | $6,689-88.7% |
| Admin fee / account holder | $3,523 | $5,514-36.1% | $3,994-11.8% | $13,390-73.7% |