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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 | $139,600 | $111,830+24.8% | $93,696+49.0% | $145,884-4.3% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 13.24% | 204.08%-190.8pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $775 | $4,920-84.2% | $4,417-82.4% | $6,690-88.4% |
| Admin fee / account holder | $2,372 | $10,249-76.9% | $8,287-71.4% | $13,392-82.3% |