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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 | $145,627 | $209,422-30.5% | $178,503-18.4% | $158,982-8.4% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 18.55% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,952 | $5,955-67.2% | $5,202-62.5% | $5,983-67.4% |
| Admin fee / account holder | $5,981 | $17,079-65.0% | $13,987-57.2% | $11,252-46.8% |