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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 | $202,316 | $202,3420% | $172,753+17.1% | $152,909+32.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.44% | 1029.88%-1016.4pp | 803.00%-789.6pp | 345.46%-332.0pp |
| Employer contribution / active EE | $1,669 | $5,857-71.5% | $5,144-67.6% | $4,764-65.0% |
| Participant deferral / active EE | $1,908 | $5,948-67.9% | $5,198-63.3% | $5,851-67.4% |
| Admin fee / account holder | $33,750 | $17,112+97.2% | $13,956+141.8% | $11,601+190.9% |