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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 | $45,703 | $176,105-74.0% | $159,474-71.3% | $167,536-72.7% |
| Participation rate | 46.7% | 85.0%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 10.73% | 331.91%-321.2pp | 263.68%-252.9pp | 478.82%-468.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $958 | $7,751-87.6% | $7,353-87.0% | $6,342-84.9% |
| Admin fee / account holder | $3,471 | $12,559-72.4% | $10,802-67.9% | $12,315-71.8% |