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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 | $124,710 | $217,432-42.6% | $185,849-32.9% | $167,536-25.6% |
| Participation rate | 58.8% | 86.1%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 26.35% | 148.42%-122.1pp | 122.10%-95.7pp | 478.82%-452.5pp |
| Employer contribution / active EE | $4,050 | $5,875-31.1% | $5,169-21.6% | $4,839-16.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,574 | $19,818-92.1% | $16,244-90.3% | $12,315-87.2% |