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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 | $223,073 | $202,342+10.2% | $172,753+29.1% | $152,909+45.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 22.51% | 1029.88%-1007.4pp | 803.00%-780.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,772 | $5,948-70.2% | $5,198-65.9% | $5,851-69.7% |
| Admin fee / account holder | $2,805 | $17,112-83.6% | $13,956-79.9% | $11,601-75.8% |