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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 | $148,977 | $176,105-15.4% | $159,474-6.6% | $167,536-11.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.58% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,372 | $5,299-55.2% | $4,831-50.9% | $4,839-51.0% |
| Participant deferral / active EE | $1,315 | $7,751-83.0% | $7,353-82.1% | $6,342-79.3% |
| Admin fee / account holder | $1,958 | $12,559-84.4% | $10,802-81.9% | $12,315-84.1% |