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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 | $65,672 | $160,070-59.0% | $147,117-55.4% | $145,897-55.0% |
| Participation rate | 20.8% | 84.0%-63.2pp | 82.2%-61.4pp | 80.3%-59.5pp |
| Annual return | 41.03% | 98.69%-57.7pp | 420.54%-379.5pp | 552.29%-511.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,490 | $8,419-70.4% | $8,065-69.1% | $6,689-62.8% |
| Admin fee / account holder | $5,787 | $15,035-61.5% | $12,993-55.5% | $13,390-56.8% |