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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 | $79,958 | $160,070-50.0% | $147,117-45.7% | $145,897-45.2% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 16.03% | 98.69%-82.7pp | 420.54%-404.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,027 | $8,419-75.9% | $8,065-74.9% | $6,689-69.7% |
| Admin fee / account holder | $2,284 | $15,035-84.8% | $12,993-82.4% | $13,390-82.9% |