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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 | $42,624 | $150,442-71.7% | $136,295-68.7% | $147,585-71.1% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 14.62% | 1049.09%-1034.5pp | 5155.97%-5141.4pp | 578.56%-563.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,898 | $6,630-71.4% | $6,247-69.6% | $5,439-65.1% |
| Admin fee / account holder | $5,884 | $10,905-46.0% | $9,243-36.3% | $10,885-45.9% |