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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 | $71,151 | $176,105-59.6% | $159,474-55.4% | $167,536-57.5% |
| Participation rate | 17.4% | 85.0%-67.6pp | 82.8%-65.4pp | 82.1%-64.7pp |
| Annual return | 22.81% | 331.91%-309.1pp | 263.68%-240.9pp | 478.82%-456.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,106 | $7,751-72.8% | $7,353-71.4% | $6,342-66.8% |
| Admin fee / account holder | $432 | $12,559-96.6% | $10,802-96.0% | $12,315-96.5% |