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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 | $47,464 | $198,462-76.1% | $170,439-72.2% | $147,585-67.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 110.33% | 257.30%-147.0pp | 205.94%-95.6pp | 578.58%-468.3pp |
| Employer contribution / active EE | $1,310 | $6,184-78.8% | $5,433-75.9% | $4,876-73.1% |
| Participant deferral / active EE | $1,774 | $5,629-68.5% | $4,939-64.1% | $5,439-67.4% |
| Admin fee / account holder | $1,121 | $16,852-93.4% | $13,881-91.9% | $10,886-89.7% |