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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 | $77,677 | $110,093-29.4% | $97,295-20.2% | $145,897-46.8% |
| Participation rate | 23.5% | 75.9%-52.4pp | 72.7%-49.1pp | 80.3%-56.8pp |
| Annual return | 23.24% | 244.76%-221.5pp | 75.62%-52.4pp | 552.29%-529.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $650 | $4,678-86.1% | $4,264-84.8% | $6,689-90.3% |
| Admin fee / account holder | $1,020 | $6,212-83.6% | $5,646-81.9% | $13,390-92.4% |