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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 | $130,856 | $109,872+19.1% | $98,483+32.9% | $167,536-21.9% |
| Participation rate | 11.1% | 75.8%-64.7pp | 73.3%-62.2pp | 82.1%-71.0pp |
| Annual return | 14.13% | 1959.31%-1945.2pp | 1494.38%-1480.3pp | 478.82%-464.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $45 | $4,673-99.0% | $4,276-99.0% | $6,342-99.3% |
| Admin fee / account holder | $4,487 | $6,757-33.6% | $5,953-24.6% | $12,315-63.6% |