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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 | $63,279 | $183,988-65.6% | $162,177-61.0% | $152,897-58.6% |
| Participation rate | 43.8% | 88.5%-44.8pp | 87.6%-43.8pp | 82.5%-38.7pp |
| Annual return | 13.14% | 150.79%-137.6pp | 115.60%-102.5pp | 345.43%-332.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,152 | $8,032-85.7% | $7,297-84.2% | $5,851-80.3% |
| Admin fee / account holder | $3,381 | $13,123-74.2% | $10,843-68.8% | $11,599-70.8% |