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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 | $124,208 | $72,446+71.4% | $67,561+83.8% | $145,877-14.9% |
| Participation rate | 61.9% | 76.9%-15.0pp | 72.9%-11.0pp | 80.3%-18.4pp |
| Annual return | 11.26% | 7211.98%-7200.7pp | 3525.44%-3514.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $754 | $4,785-84.2% | $4,003-81.2% | $6,691-88.7% |
| Admin fee / account holder | $3,523 | $5,541-36.4% | $4,006-12.1% | $13,402-73.7% |