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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 | $163,746 | $148,623+10.2% | $135,974+20.4% | $139,466+17.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 18.17% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,641 | $5,246-68.7% | $4,859-66.2% | $4,754-65.5% |
| Participant deferral / active EE | $2,209 | $8,103-72.7% | $7,760-71.5% | $6,712-67.1% |
| Admin fee / account holder | $3,970 | $12,406-68.0% | $10,767-63.1% | $11,409-65.2% |