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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 | $37,181 | $150,447-75.3% | $136,298-72.7% | $147,586-74.8% |
| Participation rate | 23.5% | 84.4%-60.9pp | 81.9%-58.4pp | 82.8%-59.3pp |
| Annual return | 17.06% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,043 | $6,631-84.3% | $6,247-83.3% | $5,439-80.8% |
| Admin fee / account holder | $1,233 | $10,906-88.7% | $9,244-86.7% | $10,886-88.7% |