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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 | $232,767 | $75,832+207.0% | $147,617+57.7% | $59,633+290.3% |
| Participation rate | 59.5% | 71.6%-12.1pp | 84.6%-25.2pp | 68.7%-9.2pp |
| Annual return | -1.82% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $13,381 | $3,485+284.0% | $5,564+140.5% | $2,203+507.5% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $737 | $5,986-87.7% | $11,612-93.7% | $4,297-82.9% |