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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 | $157,853 | $171,867-8.2% | $149,721+5.4% | $147,586+7.0% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 19.73% | 2113.36%-2093.6pp | 1501.67%-1481.9pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,348 | $6,275-62.6% | $5,444-56.9% | $4,876-51.9% |
| Participant deferral / active EE | $2,348 | $7,270-67.7% | $6,568-64.3% | $5,439-56.8% |
| Admin fee / account holder | $1,166 | $13,799-91.6% | $11,282-89.7% | $10,886-89.3% |