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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 | $128,056 | $166,020-22.9% | $164,866-22.3% | $145,959-12.3% |
| Participation rate | 10.0% | 82.0%-72.0pp | 78.6%-68.6pp | 80.3%-70.3pp |
| Annual return | 15.01% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,410 | $6,961-79.7% | $6,033-76.6% | $6,689-78.9% |
| Admin fee / account holder | $1,082 | $16,644-93.5% | $12,689-91.5% | $13,398-91.9% |