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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 | $114,555 | $102,635+11.6% | $86,209+32.9% | $139,456-17.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.61% | 1923.53%-1908.9pp | 1169.05%-1154.4pp | 373.45%-358.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $937 | $4,677-80.0% | $3,986-76.5% | $6,711-86.0% |
| Admin fee / account holder | $12,595 | $8,661+45.4% | $6,853+83.8% | $11,407+10.4% |