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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 | $61,457 | $209,888-70.7% | $189,545-67.6% | $167,553-63.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 20.47% | 748.66%-728.2pp | 555.36%-534.9pp | 478.89%-458.4pp |
| Employer contribution / active EE | $1,840 | $6,915-73.4% | $6,162-70.1% | $4,840-62.0% |
| Participant deferral / active EE | $3,219 | $8,934-64.0% | $8,220-60.8% | $6,343-49.2% |
| Admin fee / account holder | $1,125 | $14,300-92.1% | $12,049-90.7% | $12,316-90.9% |