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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 | $88,139 | $121,656-27.6% | $104,614-15.7% | $158,950-44.5% |
| Participation rate | 68.4% | 77.5%-9.1pp | 74.1%-5.7pp | 82.0%-13.5pp |
| Annual return | 5.26% | 465.51%-460.3pp | 340.56%-335.3pp | 302.91%-297.6pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $339 | $4,177-91.9% | $3,739-90.9% | $5,983-94.3% |
| Admin fee / account holder | $4,103 | $7,775-47.2% | $6,464-36.5% | $11,248-63.5% |