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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 | $71,473 | $101,653-29.7% | $147,080-51.4% | $74,459-4.0% |
| Participation rate | 32.7% | 75.6%-42.9pp | 82.2%-49.5pp | 67.2%-34.6pp |
| Annual return | 15.07% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,166 | $3,813-69.4% | $4,933-76.4% | $2,626-55.6% |
| Participant deferral / active EE | $2,685 | $7,304-63.2% | $8,066-66.7% | $4,350-38.3% |
| Admin fee / account holder | $11,725 | $1,752+569.4% | $12,989-9.7% | $1,945+502.9% |