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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 | $73,877 | $107,363-31.2% | $92,909-20.5% | $152,897-51.7% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.5%-50.9pp |
| Annual return | 18.32% | 145.63%-127.3pp | 109.44%-91.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $427 | $4,848-91.2% | $4,238-89.9% | $5,851-92.7% |
| Admin fee / account holder | $1,984 | $7,082-72.0% | $5,795-65.8% | $11,599-82.9% |