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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 | $97,596 | $202,460-51.8% | $169,385-42.4% | $139,456-30.0% |
| Participation rate | 5.0% | 81.1%-76.1pp | 77.2%-72.2pp | 80.3%-75.3pp |
| Annual return | 16.21% | 532.07%-515.9pp | 405.82%-389.6pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $44 | $6,938-99.4% | $6,221-99.3% | $6,711-99.3% |
| Admin fee / account holder | $2,348 | $10,719-78.1% | $9,011-73.9% | $11,407-79.4% |