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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 | $24,279 | $150,447-83.9% | $136,298-82.2% | $147,586-83.5% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 13.94% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $993 | $5,256-81.1% | $4,696-78.9% | $4,876-79.6% |
| Participant deferral / active EE | $1,679 | $6,631-74.7% | $6,247-73.1% | $5,439-69.1% |
| Admin fee / account holder | $760 | $10,906-93.0% | $9,244-91.8% | $10,886-93.0% |