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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 | $71,388 | $150,447-52.5% | $136,298-47.6% | $147,586-51.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 11.91% | 1049.15%-1037.2pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $1,413 | $5,256-73.1% | $4,696-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $1,950 | $6,631-70.6% | $6,247-68.8% | $5,439-64.1% |
| Admin fee / account holder | $776 | $10,906-92.9% | $9,244-91.6% | $10,886-92.9% |