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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 | $82,931 | $202,342-59.0% | $172,752-52.0% | $152,897-45.8% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.5%-46.7pp |
| Annual return | 17.68% | 1029.83%-1012.1pp | 802.97%-785.3pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,126 | $5,948-81.1% | $5,198-78.3% | $5,851-80.8% |
| Admin fee / account holder | $13,770 | $17,111-19.5% | $13,955-1.3% | $11,599+18.7% |