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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 | $137,748 | $102,595+34.3% | $94,057+46.5% | $154,746-11.0% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 16.92% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $97 | $5,118-98.1% | $4,709-98.0% | $6,730-98.6% |
| Admin fee / account holder | $1,004 | $7,736-87.0% | $7,244-86.1% | $14,365-93.0% |