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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 | $187,847 | $108,897+72.5% | $100,378+87.1% | $145,877+28.8% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.7pp | 80.3%-37.4pp |
| Annual return | 10.59% | 58.17%-47.6pp | 49.41%-38.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,332 | $8,455-84.2% | $8,087-83.5% | $6,691-80.1% |
| Admin fee / account holder | $51,309 | $9,690+429.5% | $7,899+549.6% | $13,402+282.8% |