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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 | $81,545 | $101,672-19.8% | $147,117-44.6% | $74,478+9.5% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.2%-54.2pp | 67.2%-39.2pp |
| Annual return | 13.22% | 8757.83%-8744.6pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,224 | $3,813-67.9% | $4,932-75.2% | $2,626-53.4% |
| Participant deferral / active EE | $2,459 | $7,305-66.3% | $8,065-69.5% | $4,350-43.5% |
| Admin fee / account holder | $13,691 | $1,753+680.9% | $12,993+5.4% | $1,946+603.6% |