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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 | $133,115 | $106,008+25.6% | $92,240+44.3% | $147,586-9.8% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 14.95% | 50.05%-35.1pp | 176.29%-161.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $194 | $4,478-95.7% | $3,897-95.0% | $5,439-96.4% |
| Admin fee / account holder | $1,135 | $6,333-82.1% | $5,194-78.1% | $10,886-89.6% |