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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 | $184,305 | $150,346+22.6% | $120,524+52.9% | $145,877+26.3% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 13.13% | 154.40%-141.3pp | 107.36%-94.2pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,265 | $6,172-79.5% | $4,994-74.7% | $6,691-81.1% |
| Admin fee / account holder | $2,721 | $12,215-77.7% | $9,440-71.2% | $13,402-79.7% |