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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 | $136,835 | $100,938+35.6% | $90,461+51.3% | $158,982-13.9% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | 27.38% | 1727.20%-1699.8pp | 1294.76%-1267.4pp | 302.99%-275.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17 | $4,350-99.6% | $3,964-99.6% | $5,983-99.7% |
| Admin fee / account holder | $1,182 | $6,510-81.8% | $5,617-79.0% | $11,252-89.5% |