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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 | $88,288 | $150,447-41.3% | $136,298-35.2% | $147,586-40.2% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 11.74% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,115 | $5,256-78.8% | $4,696-76.3% | $4,876-77.1% |
| Participant deferral / active EE | $1,471 | $6,631-77.8% | $6,247-76.4% | $5,439-72.9% |
| Admin fee / account holder | $5,329 | $10,906-51.1% | $9,244-42.3% | $10,886-51.0% |