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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 | $160,070-85.3% | $147,117-84.0% | $145,897-83.9% |
| Participation rate | 30.8% | 84.0%-53.3pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 55.41% | 98.69%-43.3pp | 420.54%-365.1pp | 552.29%-496.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,269 | $8,419-73.0% | $8,065-71.9% | $6,689-66.1% |
| Admin fee / account holder | $12,019 | $15,035-20.1% | $12,993-7.5% | $13,390-10.2% |