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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 | $60,639 | $171,867-64.7% | $149,721-59.5% | $147,586-58.9% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 11.87% | 2113.36%-2101.5pp | 1501.67%-1489.8pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,085 | $7,270-71.3% | $6,568-68.3% | $5,439-61.7% |
| Admin fee / account holder | $1,399 | $13,799-89.9% | $11,282-87.6% | $10,886-87.1% |