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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 | $139,386 | $202,342-31.1% | $172,752-19.3% | $152,897-8.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 19.31% | 1029.83%-1010.5pp | 802.97%-783.7pp | 345.43%-326.1pp |
| Employer contribution / active EE | $10,775 | $5,858+83.9% | $5,144+109.5% | $4,764+126.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,379 | $17,111-91.9% | $13,955-90.1% | $11,599-88.1% |