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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 | $61,976 | $124,187-50.1% | $108,410-42.8% | $167,518-63.0% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.9pp | 82.1%-17.8pp |
| Annual return | 24.63% | 1379.80%-1355.2pp | 905.34%-880.7pp | 478.71%-454.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $955 | $6,908-86.2% | $6,562-85.4% | $6,342-84.9% |
| Admin fee / account holder | $2,164 | $9,456-77.1% | $7,296-70.3% | $12,312-82.4% |