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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 | $110,722 | $109,372+1.2% | $89,414+23.8% | $158,966-30.3% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.0%-23.5pp | 82.0%-37.5pp |
| Annual return | 21.90% | 345.55%-323.7pp | 245.50%-223.6pp | 302.95%-281.1pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $311 | $4,598-93.2% | $3,890-92.0% | $5,983-94.8% |
| Admin fee / account holder | $567 | $6,156-90.8% | $4,883-88.4% | $11,250-95.0% |