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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 | $134,851 | $171,867-21.5% | $149,721-9.9% | $147,586-8.6% |
| Participation rate | 64.3% | 88.2%-23.9pp | 87.1%-22.8pp | 82.8%-18.5pp |
| Annual return | 13.09% | 2113.36%-2100.3pp | 1501.67%-1488.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,111 | $7,270-84.7% | $6,568-83.1% | $5,439-79.6% |
| Admin fee / account holder | $4,129 | $13,799-70.1% | $11,282-63.4% | $10,886-62.1% |