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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 | $55,862 | $104,544-46.6% | $76,657-27.1% | $152,897-63.5% |
| Participation rate | 36.8% | 76.6%-39.8pp | 72.1%-35.3pp | 82.5%-45.6pp |
| Annual return | 17.31% | 1014.36%-997.1pp | 1166.74%-1149.4pp | 345.43%-328.1pp |
| Employer contribution / active EE | $380 | $3,118-87.8% | $2,303-83.5% | $4,764-92.0% |
| Participant deferral / active EE | $422 | $4,236-90.0% | $3,335-87.3% | $5,851-92.8% |
| Admin fee / account holder | $935 | $12,286-92.4% | $6,423-85.4% | $11,599-91.9% |