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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 | $5,909 | $76,522-92.3% | $56,033-89.5% | $145,884-95.9% |
| Participation rate | 4.5% | 63.2%-58.7pp | 52.5%-47.9pp | 80.3%-75.8pp |
| Annual return | 9.56% | 3014.28%-3004.7pp | 1711.38%-1701.8pp | 551.85%-542.3pp |
| Employer contribution / active EE | $77 | $1,382-94.4% | $1,041-92.6% | $4,662-98.3% |
| Participant deferral / active EE | $117 | $2,624-95.5% | $1,954-94.0% | $6,690-98.2% |
| Admin fee / account holder | $1,070 | $3,328-67.9% | $2,827-62.2% | $13,392-92.0% |