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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 | $77,483 | $150,447-48.5% | $136,298-43.2% | $147,586-47.5% |
| Participation rate | 21.4% | 84.4%-63.0pp | 81.9%-60.5pp | 82.8%-61.4pp |
| Annual return | 20.83% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $324 | $6,631-95.1% | $6,247-94.8% | $5,439-94.0% |
| Admin fee / account holder | $8,862 | $10,906-18.7% | $9,244-4.1% | $10,886-18.6% |