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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 | $51,149 | $202,342-74.7% | $172,752-70.4% | $152,897-66.5% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 18.29% | 1029.83%-1011.5pp | 802.97%-784.7pp | 345.43%-327.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $619 | $5,948-89.6% | $5,198-88.1% | $5,851-89.4% |
| Admin fee / account holder | $466 | $17,111-97.3% | $13,955-96.7% | $11,599-96.0% |