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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 | $53,149 | $209,425-74.6% | $178,499-70.2% | $158,966-66.6% |
| Participation rate | 64.3% | 86.4%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 8.84% | 188.80%-180.0pp | 151.10%-142.3pp | 302.95%-294.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $229 | $5,955-96.2% | $5,202-95.6% | $5,983-96.2% |
| Admin fee / account holder | $3,411 | $17,078-80.0% | $13,986-75.6% | $11,250-69.7% |