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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 | $189,676 | $100,938+87.9% | $90,461+109.7% | $158,982+19.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 37.39% | 1727.20%-1689.8pp | 1294.76%-1257.4pp | 302.99%-265.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $187 | $4,350-95.7% | $3,964-95.3% | $5,983-96.9% |
| Admin fee / account holder | $1,289 | $6,510-80.2% | $5,617-77.1% | $11,252-88.5% |