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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 | $50,573 | $160,040-68.4% | $147,096-65.6% | $145,877-65.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1290.36% | 98.49%+1191.9pp | 419.75%+870.6pp | 551.28%+739.1pp |
| Employer contribution / active EE | $1,792 | $5,289-66.1% | $4,936-63.7% | $4,663-61.6% |
| Participant deferral / active EE | $1,754 | $8,429-79.2% | $8,071-78.3% | $6,691-73.8% |
| Admin fee / account holder | $1,023 | $15,050-93.2% | $13,005-92.1% | $13,402-92.4% |