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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 | $38,299 | $150,447-74.5% | $136,298-71.9% | $147,586-74.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.25% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $989 | $5,256-81.2% | $4,696-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $1,846 | $6,631-72.2% | $6,247-70.4% | $5,439-66.1% |
| Admin fee / account holder | $3,373 | $10,906-69.1% | $9,244-63.5% | $10,886-69.0% |