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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 | $129,746 | $109,872+18.1% | $98,483+31.7% | $167,536-22.6% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 14.04% | 1959.31%-1945.3pp | 1494.38%-1480.3pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $621 | $4,673-86.7% | $4,276-85.5% | $6,342-90.2% |
| Admin fee / account holder | $5,911 | $6,757-12.5% | $5,953-0.7% | $12,315-52.0% |