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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 | $32,928 | $101,653-67.6% | $147,080-77.6% | $74,459-55.8% |
| Participation rate | 41.5% | 75.6%-34.1pp | 82.2%-40.7pp | 67.2%-25.8pp |
| Annual return | 16.64% | 8754.98%-8738.3pp | 420.17%-403.5pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $1,128 | $3,813-70.4% | $4,933-77.1% | $2,626-57.0% |
| Participant deferral / active EE | $1,860 | $7,304-74.5% | $8,066-76.9% | $4,350-57.2% |
| Admin fee / account holder | $2,266 | $1,752+29.4% | $12,989-82.6% | $1,945+16.5% |