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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 | $82,985 | $176,105-52.9% | $159,474-48.0% | $167,536-50.5% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 17.35% | 331.91%-314.6pp | 263.68%-246.3pp | 478.82%-461.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,189 | $7,751-84.7% | $7,353-83.8% | $6,342-81.3% |
| Admin fee / account holder | $5,070 | $12,559-59.6% | $10,802-53.1% | $12,315-58.8% |