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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 | $163,551 | $60,128+172.0% | $90,440+80.8% | $79,852+104.8% |
| Participation rate | 3.6% | 65.0%-61.4pp | 72.7%-69.1pp | 69.6%-66.1pp |
| Annual return | 13.84% | 71.95%-58.1pp | 1294.38%-1280.5pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $334 | $2,939-88.6% | $3,964-91.6% | $3,740-91.1% |
| Admin fee / account holder | $3,736 | $3,977-6.1% | $5,615-33.5% | $5,306-29.6% |