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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 | $67,518 | $96,123-29.8% | $77,361-12.7% | $198,609-66.0% |
| Participation rate | 33.3% | 81.1%-47.8pp | 75.0%-41.6pp | 82.4%-49.0pp |
| Annual return | 11.94% | 2054.81%-2042.9pp | 1011.54%-999.6pp | 202.70%-190.8pp |
| Employer contribution / active EE | $2,380 | $3,791-37.2% | $2,990-20.4% | $5,055-52.9% |
| Participant deferral / active EE | $76 | $4,975-98.5% | $3,911-98.1% | $6,977-98.9% |
| Admin fee / account holder | $1,087 | $9,471-88.5% | $5,894-81.6% | $19,030-94.3% |