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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 | $64,191 | $150,447-57.3% | $136,298-52.9% | $147,586-56.5% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 20.99% | 1049.15%-1028.2pp | 5156.27%-5135.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $6,153 | $5,256+17.1% | $4,696+31.0% | $4,876+26.2% |
| Participant deferral / active EE | $1,073 | $6,631-83.8% | $6,247-82.8% | $5,439-80.3% |
| Admin fee / account holder | $4,645 | $10,906-57.4% | $9,244-49.8% | $10,886-57.3% |