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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 | $140,669 | $160,040-12.1% | $147,096-4.4% | $145,877-3.6% |
| Participation rate | 29.2% | 84.0%-54.9pp | 82.2%-53.0pp | 80.3%-51.1pp |
| Annual return | 18.16% | 98.49%-80.3pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,671 | $8,429-80.2% | $8,071-79.3% | $6,691-75.0% |
| Admin fee / account holder | $10,384 | $15,050-31.0% | $13,005-20.2% | $13,402-22.5% |