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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 | $168,680 | $217,432-22.4% | $185,849-9.2% | $167,536+0.7% |
| Participation rate | 30.8% | 86.1%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 22.18% | 148.42%-126.2pp | 122.10%-99.9pp | 478.82%-456.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,168 | $6,357-65.9% | $5,569-61.1% | $6,342-65.8% |
| Admin fee / account holder | $5,053 | $19,818-74.5% | $16,244-68.9% | $12,315-59.0% |