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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 | $78,586 | $65,423+20.1% | $98,477-20.2% | $85,856-8.5% |
| Participation rate | 9.3% | 65.0%-55.7pp | 73.3%-64.1pp | 69.3%-60.1pp |
| Annual return | 17.05% | 21.76%-4.7pp | 1493.59%-1476.5pp | 318.58%-301.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $92 | $3,167-97.1% | $4,276-97.9% | $3,952-97.7% |
| Admin fee / account holder | $4,606 | $4,594+0.3% | $5,951-22.6% | $6,261-26.4% |