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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 | $49,611 | $150,447-67.0% | $136,298-63.6% | $147,586-66.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 17.62% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $968 | $5,256-81.6% | $4,696-79.4% | $4,876-80.2% |
| Participant deferral / active EE | $2,091 | $6,631-68.5% | $6,247-66.5% | $5,439-61.6% |
| Admin fee / account holder | $1,843 | $10,906-83.1% | $9,244-80.1% | $10,886-83.1% |