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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 | $162,172 | $150,447+7.8% | $136,298+19.0% | $147,586+9.9% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 16.57% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $892 | $5,256-83.0% | $4,696-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $1,803 | $6,631-72.8% | $6,247-71.1% | $5,439-66.8% |
| Admin fee / account holder | $3,000 | $10,906-72.5% | $9,244-67.5% | $10,886-72.4% |