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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 | $101,395 | $100,792+0.6% | $86,691+17.0% | $134,509-24.6% |
| Participation rate | 26.1% | 78.9%-52.9pp | 76.6%-50.5pp | 81.2%-55.1pp |
| Annual return | 137.60% | 29.08%+108.5pp | 35.94%+101.7pp | 418.13%-280.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $989 | $5,339-81.5% | $4,656-78.8% | $6,400-84.6% |
| Admin fee / account holder | $313 | $10,924-97.1% | $7,492-95.8% | $11,427-97.3% |