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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 | $60,060 | $101,591-40.9% | $147,096-59.2% | $74,429-19.3% |
| Participation rate | 64.3% | 75.5%-11.2pp | 82.2%-17.8pp | 67.2%-2.9pp |
| Annual return | 14.28% | 8746.45%-8732.2pp | 419.75%-405.5pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $2,705 | $3,813-29.1% | $4,936-45.2% | $2,625+3.0% |
| Participant deferral / active EE | $2,420 | $7,302-66.9% | $8,071-70.0% | $4,348-44.4% |
| Admin fee / account holder | $3,437 | $1,750+96.4% | $13,005-73.6% | $1,944+76.8% |