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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 | $113,714 | $150,447-24.4% | $136,298-16.6% | $147,586-23.0% |
| Participation rate | 47.6% | 84.4%-36.8pp | 81.9%-34.3pp | 82.8%-35.2pp |
| Annual return | 22.68% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,133 | $5,256-78.4% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $1,932 | $6,631-70.9% | $6,247-69.1% | $5,439-64.5% |
| Admin fee / account holder | $538 | $10,906-95.1% | $9,244-94.2% | $10,886-95.1% |