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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 | $126,450 | $150,446-16.0% | $136,297-7.2% | $147,585-14.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 13.22% | 1049.14%-1035.9pp | 5156.19%-5143.0pp | 578.58%-565.4pp |
| Employer contribution / active EE | $1,170 | $5,256-77.7% | $4,696-75.1% | $4,876-76.0% |
| Participant deferral / active EE | $1,832 | $6,631-72.4% | $6,247-70.7% | $5,439-66.3% |
| Admin fee / account holder | $3,713 | $10,906-66.0% | $9,244-59.8% | $10,886-65.9% |