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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 | $53,741 | $150,447-64.3% | $136,298-60.6% | $147,586-63.6% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 16.19% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,375 | $6,631-79.3% | $6,247-78.0% | $5,439-74.7% |
| Admin fee / account holder | $1,588 | $10,906-85.4% | $9,244-82.8% | $10,886-85.4% |