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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 | $36,220 | $202,342-82.1% | $172,753-79.0% | $152,909-76.3% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 17.86% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,483 | $5,948-75.1% | $5,198-71.5% | $5,851-74.7% |
| Admin fee / account holder | $2,198 | $17,112-87.2% | $13,956-84.3% | $11,601-81.1% |