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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 | $217,432-62.3% | $185,851-55.9% | $167,553-51.1% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 9.86% | 148.43%-138.6pp | 122.11%-112.2pp | 478.89%-469.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $628 | $6,357-90.1% | $5,569-88.7% | $6,343-90.1% |
| Admin fee / account holder | $7,563 | $19,820-61.8% | $16,245-53.4% | $12,316-38.6% |