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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 | $67,236 | $176,077-61.8% | $159,455-57.8% | $167,518-59.9% |
| Participation rate | 53.3% | 84.9%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 14.93% | 331.83%-316.9pp | 263.63%-248.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,010 | $7,751-74.1% | $7,353-72.7% | $6,342-68.3% |
| Admin fee / account holder | $2,966 | $12,556-76.4% | $10,800-72.5% | $12,312-75.9% |