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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 | $103,144 | $134,817-23.5% | $123,973-16.8% | $155,188-33.5% |
| Participation rate | 22.7% | 79.4%-56.7pp | 76.7%-53.9pp | 80.8%-58.1pp |
| Annual return | 18.08% | 515.49%-497.4pp | 388.13%-370.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $929 | $5,706-83.7% | $5,247-82.3% | $6,531-85.8% |
| Admin fee / account holder | $15,809 | $13,245+19.4% | $11,799+34.0% | $14,480+9.2% |