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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 | $101,591-37.8% | $147,096-57.0% | $74,429-15.0% |
| Participation rate | 30.2% | 75.5%-45.3pp | 82.2%-52.0pp | 67.2%-37.0pp |
| Annual return | 127.10% | 8746.45%-8619.4pp | 419.75%-292.7pp | 1368.38%-1241.3pp |
| Employer contribution / active EE | $1,447 | $3,813-62.0% | $4,936-70.7% | $2,625-44.9% |
| Participant deferral / active EE | $1,247 | $7,302-82.9% | $8,071-84.6% | $4,348-71.3% |
| Admin fee / account holder | $1,516 | $1,750-13.4% | $13,005-88.3% | $1,944-22.0% |