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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 | $85,155 | $150,446-43.4% | $136,297-37.5% | $147,585-42.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.01% | 1049.14%-1032.1pp | 5156.19%-5139.2pp | 578.58%-561.6pp |
| Employer contribution / active EE | $1,445 | $5,256-72.5% | $4,696-69.2% | $4,876-70.4% |
| Participant deferral / active EE | $1,445 | $6,631-78.2% | $6,247-76.9% | $5,439-73.4% |
| Admin fee / account holder | $482 | $10,906-95.6% | $9,244-94.8% | $10,886-95.6% |