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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 | $63,234 | $101,672-37.8% | $147,117-57.0% | $74,478-15.1% |
| Participation rate | 30.2% | 75.5%-45.4pp | 82.2%-52.0pp | 67.2%-37.0pp |
| Annual return | 127.10% | 8757.83%-8630.7pp | 420.54%-293.4pp | 1370.56%-1243.5pp |
| Employer contribution / active EE | $1,447 | $3,813-62.0% | $4,932-70.7% | $2,626-44.9% |
| Participant deferral / active EE | $1,247 | $7,305-82.9% | $8,065-84.5% | $4,350-71.3% |
| Admin fee / account holder | $1,516 | $1,753-13.5% | $12,993-88.3% | $1,946-22.1% |