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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 | $23,485 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 55.41% | 98.24%-42.8pp | 418.76%-363.4pp | 561.95%-506.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,269 | $8,427-73.1% | $8,070-71.9% | $6,689-66.1% |
| Admin fee / account holder | $12,019 | $15,053-20.2% | $13,006-7.6% | $13,398-10.3% |