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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 | $110,493 | $175,259-37.0% | $149,723-26.2% | $139,487-20.8% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 20.29% | 166.82%-146.5pp | 134.50%-114.2pp | 373.84%-353.5pp |
| Employer contribution / active EE | $32,068 | $5,478+485.4% | $4,821+565.1% | $4,755+574.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $40,097 | $16,158+148.2% | $13,215+203.4% | $11,407+251.5% |