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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 | $177,649 | $176,105+0.9% | $159,474+11.4% | $167,536+6.0% |
| Participation rate | 38.5% | 85.0%-46.5pp | 82.8%-44.4pp | 82.1%-43.7pp |
| Annual return | 14.25% | 331.91%-317.7pp | 263.68%-249.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $965 | $5,299-81.8% | $4,831-80.0% | $4,839-80.1% |
| Participant deferral / active EE | $2,249 | $7,751-71.0% | $7,353-69.4% | $6,342-64.5% |
| Admin fee / account holder | $1,990 | $12,559-84.2% | $10,802-81.6% | $12,315-83.8% |