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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 | $36,691 | $101,591-63.9% | $147,096-75.1% | $74,429-50.7% |
| Participation rate | 45.6% | 75.5%-29.9pp | 82.2%-36.5pp | 67.2%-21.6pp |
| Annual return | 13.77% | 8746.45%-8732.7pp | 419.75%-406.0pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,803 | $3,813-52.7% | $4,936-63.5% | $2,625-31.3% |
| Participant deferral / active EE | $2,610 | $7,302-64.3% | $8,071-67.7% | $4,348-40.0% |
| Admin fee / account holder | $3,718 | $1,750+112.4% | $13,005-71.4% | $1,944+91.2% |