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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 | $142,397 | $150,435-5.3% | $120,580+18.1% | $145,897-2.4% |
| Participation rate | 28.6% | 78.8%-50.2pp | 72.0%-43.4pp | 80.3%-51.7pp |
| Annual return | 84.69% | 154.60%-69.9pp | 107.48%-22.8pp | 552.29%-467.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,358 | $6,174-78.0% | $4,995-72.8% | $6,689-79.7% |
| Admin fee / account holder | $791 | $12,182-93.5% | $9,418-91.6% | $13,390-94.1% |