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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 | $42,586 | $118,708-64.1% | $98,920-56.9% | $158,982-73.2% |
| Participation rate | 59.1% | 77.8%-18.7pp | 76.0%-16.9pp | 82.0%-22.9pp |
| Annual return | 130.63% | 372.49%-241.9pp | 196.47%-65.8pp | 302.99%-172.4pp |
| Employer contribution / active EE | $970 | $3,334-70.9% | $2,689-63.9% | $4,763-79.6% |
| Participant deferral / active EE | $970 | $5,089-80.9% | $4,245-77.2% | $5,983-83.8% |
| Admin fee / account holder | $8,849 | $10,134-12.7% | $6,643+33.2% | $11,252-21.4% |