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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 | $115,314 | $202,342-43.0% | $172,753-33.2% | $152,909-24.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 13.29% | 1029.88%-1016.6pp | 803.00%-789.7pp | 345.46%-332.2pp |
| Employer contribution / active EE | $1,375 | $5,857-76.5% | $5,144-73.3% | $4,764-71.1% |
| Participant deferral / active EE | $1,375 | $5,948-76.9% | $5,198-73.5% | $5,851-76.5% |
| Admin fee / account holder | $772 | $17,112-95.5% | $13,956-94.5% | $11,601-93.3% |