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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 | $89,938 | $107,363-16.2% | $92,909-3.2% | $152,897-41.2% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 20.67% | 145.63%-125.0pp | 109.44%-88.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $933 | $4,848-80.8% | $4,238-78.0% | $5,851-84.1% |
| Admin fee / account holder | $956 | $7,082-86.5% | $5,795-83.5% | $11,599-91.8% |