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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 | $57,949 | $150,446-61.5% | $136,297-57.5% | $147,585-60.7% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 14.06% | 1049.14%-1035.1pp | 5156.19%-5142.1pp | 578.58%-564.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $803 | $6,631-87.9% | $6,247-87.1% | $5,439-85.2% |
| Admin fee / account holder | $458 | $10,906-95.8% | $9,244-95.0% | $10,886-95.8% |