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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 | $200,009 | $96,388+107.5% | $80,627+148.1% | $139,466+43.4% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 22.29% | 1352.08%-1329.8pp | 936.76%-914.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $211 | $5,224-96.0% | $4,443-95.3% | $6,712-96.9% |
| Admin fee / account holder | $773 | $6,603-88.3% | $5,381-85.6% | $11,409-93.2% |