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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 | $85,938 | $202,345-57.5% | $172,755-50.3% | $152,885-43.8% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 22.13% | 1029.77%-1007.6pp | 802.94%-780.8pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,464 | $5,948-75.4% | $5,198-71.8% | $5,851-75.0% |
| Admin fee / account holder | $1,111 | $17,111-93.5% | $13,955-92.0% | $11,598-90.4% |