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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 | $219,846 | $202,342+8.7% | $172,753+27.3% | $152,909+43.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 18.17% | 1029.88%-1011.7pp | 803.00%-784.8pp | 345.46%-327.3pp |
| Employer contribution / active EE | $8,161 | $5,857+39.3% | $5,144+58.6% | $4,764+71.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,778 | $17,112-89.6% | $13,956-87.3% | $11,601-84.7% |