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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 | $88,817 | $106,005-16.2% | $92,239-3.7% | $147,585-39.8% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 14.38% | 50.05%-35.7pp | 176.29%-161.9pp | 578.58%-564.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $434 | $4,478-90.3% | $3,897-88.9% | $5,439-92.0% |
| Admin fee / account holder | $6,298 | $6,333-0.6% | $5,194+21.3% | $10,886-42.1% |