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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 | $152,126 | $202,342-24.8% | $172,753-11.9% | $152,909-0.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 16.94% | 1029.88%-1012.9pp | 803.00%-786.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,812 | $5,857-69.1% | $5,144-64.8% | $4,764-62.0% |
| Participant deferral / active EE | $146 | $5,948-97.6% | $5,198-97.2% | $5,851-97.5% |
| Admin fee / account holder | $1,730 | $17,112-89.9% | $13,956-87.6% | $11,601-85.1% |