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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 | $16,274 | $138,102-88.2% | $125,381-87.0% | $134,532-87.9% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | 195.89% | 750.73%-554.8pp | 572.31%-376.4pp | 418.27%-222.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,344 | $7,801-82.8% | $7,448-82.0% | $6,401-79.0% |
| Admin fee / account holder | $1,213 | $11,568-89.5% | $10,007-87.9% | $11,429-89.4% |