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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 | $78,189 | $171,867-54.5% | $149,721-47.8% | $147,586-47.0% |
| Participation rate | 30.0% | 88.2%-58.2pp | 87.1%-57.1pp | 82.8%-52.8pp |
| Annual return | 13.28% | 2113.36%-2100.1pp | 1501.67%-1488.4pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,436 | $6,275-77.1% | $5,444-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $2,220 | $7,270-69.5% | $6,568-66.2% | $5,439-59.2% |
| Admin fee / account holder | $8,505 | $13,799-38.4% | $11,282-24.6% | $10,886-21.9% |