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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 | $14,982 | $76,608-80.4% | $56,077-73.3% | $145,877-89.7% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.8pp | 80.3%-22.0pp |
| Annual return | 491.51% | 3009.59%-2518.1pp | 1709.28%-1217.8pp | 551.28%-59.8pp |
| Employer contribution / active EE | $865 | $1,382-37.4% | $1,040-16.8% | $4,663-81.4% |
| Participant deferral / active EE | $155 | $2,624-94.1% | $1,954-92.1% | $6,691-97.7% |
| Admin fee / account holder | $1,080 | $3,325-67.5% | $2,825-61.8% | $13,402-91.9% |