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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 | $10,209 | $109,905-90.7% | $98,506-89.6% | $167,553-93.9% |
| Participation rate | 47.8% | 75.8%-28.0pp | 73.3%-25.5pp | 82.1%-34.3pp |
| Annual return | 52.29% | 1960.20%-1907.9pp | 1494.92%-1442.6pp | 478.89%-426.6pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $254 | $4,674-94.6% | $4,277-94.1% | $6,343-96.0% |
| Admin fee / account holder | $970 | $6,760-85.6% | $5,955-83.7% | $12,316-92.1% |