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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 | $33,845 | $150,442-77.5% | $136,295-75.2% | $147,585-77.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 10.86% | 1049.09%-1038.2pp | 5155.97%-5145.1pp | 578.56%-567.7pp |
| Employer contribution / active EE | $1,010 | $5,256-80.8% | $4,695-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $1,458 | $6,630-78.0% | $6,247-76.7% | $5,439-73.2% |
| Admin fee / account holder | $1,384 | $10,905-87.3% | $9,243-85.0% | $10,885-87.3% |