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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 | $16,635 | $138,102-88.0% | $125,381-86.7% | $134,532-87.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 60.44% | 750.73%-690.3pp | 572.31%-511.9pp | 418.27%-357.8pp |
| Employer contribution / active EE | $1,595 | $5,245-69.6% | $4,815-66.9% | $4,741-66.4% |
| Participant deferral / active EE | $2,039 | $7,801-73.9% | $7,448-72.6% | $6,401-68.2% |
| Admin fee / account holder | $569 | $11,568-95.1% | $10,007-94.3% | $11,429-95.0% |