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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 | $86,671 | $226,135-61.7% | $182,558-52.5% | $152,909-43.3% |
| Participation rate | 26.3% | 82.5%-56.1pp | 78.0%-51.7pp | 82.5%-56.1pp |
| Annual return | 19.48% | 192.60%-173.1pp | 148.59%-129.1pp | 345.46%-326.0pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $632 | $6,371-90.1% | $5,526-88.6% | $5,851-89.2% |
| Admin fee / account holder | $3,364 | $10,707-68.6% | $8,594-60.9% | $11,601-71.0% |