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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 | $106,168 | $148,629-28.6% | $135,982-21.9% | $139,487-23.9% |
| Participation rate | 61.1% | 83.9%-22.8pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,038 | $5,247-80.2% | $4,859-78.6% | $4,755-78.2% |
| Participant deferral / active EE | $2,165 | $8,102-73.3% | $7,760-72.1% | $6,713-67.7% |
| Admin fee / account holder | $3,954 | $12,406-68.1% | $10,767-63.3% | $11,407-65.3% |