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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 | $38,150 | $114,073-66.6% | $96,161-60.3% | $167,518-77.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 68.4%-24.0pp | 82.1%-37.7pp |
| Annual return | 111.18% | 189.95%-78.8pp | 192.01%-80.8pp | 478.71%-367.5pp |
| Employer contribution / active EE | $334 | $3,428-90.3% | $2,798-88.1% | $4,838-93.1% |
| Participant deferral / active EE | $334 | $5,195-93.6% | $4,349-92.3% | $6,342-94.7% |
| Admin fee / account holder | $432 | $6,899-93.7% | $5,538-92.2% | $12,312-96.5% |