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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 | $74,753 | $150,442-50.3% | $136,295-45.2% | $147,585-49.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 18.03% | 1049.09%-1031.1pp | 5155.97%-5137.9pp | 578.56%-560.5pp |
| Employer contribution / active EE | $1,232 | $5,256-76.6% | $4,695-73.8% | $4,876-74.7% |
| Participant deferral / active EE | $1,910 | $6,630-71.2% | $6,247-69.4% | $5,439-64.9% |
| Admin fee / account holder | $2,376 | $10,905-78.2% | $9,243-74.3% | $10,885-78.2% |