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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 | $108,065 | $159,978-32.4% | $147,041-26.5% | $145,978-26.0% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.2%-47.4pp | 80.3%-45.5pp |
| Annual return | 17.76% | 98.36%-80.6pp | 419.21%-401.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,200 | $8,429-85.8% | $8,071-85.1% | $6,690-82.1% |
| Admin fee / account holder | $7,646 | $15,053-49.2% | $13,006-41.2% | $13,400-42.9% |