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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 | $150,207-5.2% | $120,380+18.3% | $145,978-2.5% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.3pp | 80.3%-51.7pp |
| Annual return | 84.69% | 154.28%-69.6pp | 107.28%-22.6pp | 550.52%-465.8pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,358 | $6,175-78.0% | $4,992-72.8% | $6,690-79.7% |
| Admin fee / account holder | $791 | $12,203-93.5% | $9,421-91.6% | $13,400-94.1% |