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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 | $222,536 | $209,888+6.0% | $189,545+17.4% | $167,553+32.8% |
| Participation rate | 40.0% | 88.7%-48.7pp | 87.8%-47.8pp | 82.1%-42.1pp |
| Annual return | 22.70% | 748.66%-726.0pp | 555.36%-532.7pp | 478.89%-456.2pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,103 | $8,934-87.7% | $8,220-86.6% | $6,343-82.6% |
| Admin fee / account holder | $678 | $14,300-95.3% | $12,049-94.4% | $12,316-94.5% |