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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 | $43,980 | $102,422-57.1% | $147,117-70.1% | $80,959-45.7% |
| Participation rate | 14.3% | 75.9%-61.6pp | 82.2%-67.9pp | 67.7%-53.4pp |
| Annual return | 187.02% | 135.16%+51.9pp | 420.54%-233.5pp | 35.67%+151.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $237 | $6,652-96.4% | $8,065-97.1% | $4,300-94.5% |
| Admin fee / account holder | $3,756 | $7,953-52.8% | $12,993-71.1% | $6,925-45.8% |