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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 | $61,562 | $101,539-39.4% | $147,041-58.1% | $74,400-17.3% |
| Participation rate | 32.0% | 75.5%-43.5pp | 82.2%-50.1pp | 67.2%-35.2pp |
| Annual return | 13.85% | 8740.84%-8727.0pp | 419.21%-405.4pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $951 | $3,811-75.1% | $4,935-80.7% | $2,624-63.8% |
| Participant deferral / active EE | $1,795 | $7,304-75.4% | $8,071-77.8% | $4,348-58.7% |
| Admin fee / account holder | $4,077 | $1,749+133.0% | $13,006-68.7% | $1,944+109.7% |