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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 | $81,968 | $217,392-62.3% | $185,818-55.9% | $167,497-51.1% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 9.86% | 148.37%-138.5pp | 122.06%-112.2pp | 478.62%-468.8pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $628 | $6,357-90.1% | $5,568-88.7% | $6,341-90.1% |
| Admin fee / account holder | $7,563 | $19,813-61.8% | $16,239-53.4% | $12,310-38.6% |