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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 | $49,800 | $150,447-66.9% | $136,298-63.5% | $147,586-66.3% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 13.31% | 1049.15%-1035.8pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,018 | $5,256-80.6% | $4,696-78.3% | $4,876-79.1% |
| Participant deferral / active EE | $1,571 | $6,631-76.3% | $6,247-74.9% | $5,439-71.1% |
| Admin fee / account holder | $792 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |