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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 | $221,329 | $209,888+5.5% | $189,545+16.8% | $167,553+32.1% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 15.45% | 748.66%-733.2pp | 555.36%-539.9pp | 478.89%-463.4pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,915 | $8,934-67.4% | $8,220-64.5% | $6,343-54.0% |
| Admin fee / account holder | $2,323 | $14,300-83.8% | $12,049-80.7% | $12,316-81.1% |