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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 | $87,787 | $202,342-56.6% | $172,753-49.2% | $152,909-42.6% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 24.44% | 1029.88%-1005.4pp | 803.00%-778.6pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,868 | $5,857-68.1% | $5,144-63.7% | $4,764-60.8% |
| Participant deferral / active EE | $1,437 | $5,948-75.8% | $5,198-72.4% | $5,851-75.4% |
| Admin fee / account holder | $2,797 | $17,112-83.7% | $13,956-80.0% | $11,601-75.9% |