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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 | $49,769 | $76,519-35.0% | $56,025-11.2% | $145,897-65.9% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 8.04% | 3017.03%-3009.0pp | 1712.69%-1704.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $10,914 | $1,383+689.0% | $1,042+947.8% | $4,663+134.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $416 | $3,331-87.5% | $2,828-85.3% | $13,390-96.9% |