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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 | $230,756 | $100,895+128.7% | $90,430+155.2% | $158,950+45.2% |
| Participation rate | 13.3% | 75.0%-61.7pp | 72.7%-59.4pp | 82.0%-68.6pp |
| Annual return | 14.68% | 1725.54%-1710.9pp | 1293.73%-1279.0pp | 302.91%-288.2pp |
| Employer contribution / active EE | $436 | $3,689-88.2% | $3,262-86.6% | $4,762-90.8% |
| Participant deferral / active EE | $545 | $4,347-87.5% | $3,963-86.3% | $5,983-90.9% |
| Admin fee / account holder | $477 | $6,505-92.7% | $5,613-91.5% | $11,248-95.8% |