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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 | $189,026 | $202,440-6.6% | $169,390+11.6% | $139,466+35.5% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.2%-60.5pp | 80.3%-63.7pp |
| Annual return | 13.92% | 532.36%-518.4pp | 406.07%-392.2pp | 373.66%-359.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,135 | $6,940-83.6% | $6,222-81.8% | $6,712-83.1% |
| Admin fee / account holder | $2,377 | $10,722-77.8% | $9,015-73.6% | $11,409-79.2% |