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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 | $66,782 | $160,070-58.3% | $147,117-54.6% | $145,897-54.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 73.32% | 98.69%-25.4pp | 420.54%-347.2pp | 552.29%-479.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $648 | $8,419-92.3% | $8,065-92.0% | $6,689-90.3% |
| Admin fee / account holder | $327 | $15,035-97.8% | $12,993-97.5% | $13,390-97.6% |